*Grow AUM Not Staff, ClientLogix CRM – Business Automation, Intelligence & Mgmt

February 27, 2019 David Gemma
Posted by David Gemma on
UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, ADVENT AXYS, ADVENT APX, APX, CUSTOM REPORTING

Financial Services & Technology News

NewsLetter Highlights

How can Advisers Grow AND Increase Profitability? Grow AUM without Increasing Staff!

Solutions - Business Automation, Business Intelligence & Business Management...All in One!

Win, Win, Win! - The Magic of ClientLogix CRM!

Operations, Compliance, Client Service, etc. – Serving More Clients AND Doing a Better Job at It!

Business Intelligence Disguised as CRM for Asset Managers

Malware Alert! - Bank of America Look-Alike

Massive Tech IPO - Koch and Golden Gate Capital Announce Infor Investment & IPO for 2020

Watch Out! - Hackers Personalizing the Scam

Data Breaches - 21 Scariest of 2018!

SpotLight ID - Advanced Identity Theft & Fraud Protection

Monthly Trivia Question - Groundhogs, Valentines & Presidents?