Financial planning softwares and CRM platforms in the spotlight
InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.
Entries are still being accepted for InvestmentNews’ 5-Star Financial Planning Softwares and 5-Star CRM Platforms.
Click here to rate the softwares and platforms you worked with.
As an added incentive, you have a chance to win one of five $50 Amazon gift cards.
The survey closes on Friday, February 9.
The top-rated softwares and platforms will receive a five-star rating for their achievements and excellent performance.
Winners will be announced on the InvestmentNews website in May.
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