ria crm software work with outlook in Fairmont

New to ClientView Live are several security features for advisers to customize further their new acount setup proceses through the portal. For example, the new interface provides for beter aces and movement of acount-level and aset-level data from PortfolioCenter into related acount and holdings fields in Junxure. There are also new Actions navigation features, including a Linked Actions feature that makes it easier to expedite searches related to specific client actions using filters and keywords. One example might be seting up Junxure to triger a sequence for new client acount openings and providing advisers and staf the same predictable, consistent steps in carying out that procedure. The upgrade to ClientView Live, a secure, encrypted web portal that is an ad-on product for financial advisers to use with their clients, includes security and new-acount-setup features. With the new Setup Acount features, advisers have more control over how they customize the information their clients se online. ria crm software work with outlook ria crm software work with outlook in Fairmont
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