UNAPEN showing MMI attendees how ClientLogix CRM can improve SMA/UMA distribution channel management, sales tracking and relationship management.
Tag: plan sponsors
UNAPEN co-sponsoring SMA seminars by 3C Financial Partners in 6 cities across the USA this June.
Joe Walker discusses best practices and technology solutions/trends for Institutional client reporting as well as SMA Sales, Marketing and Administration at the New York FRA Tech-Ops conference.