Classified Id: 946458
Classified
Title:
Wealth Management Analytics - Valuefy
Category: Services:: Investment - Financial Planning
City: All Locality:
Date Listed/Updated: 2022-08-17
Author/Publisher name:
Description: We provide Wealth Management Analytics, a comprehensive customer intelligence solution for personal bankers, managers, and financial advisers. The prebuilt dashboards provided by Analytics for Wealth Management provide useful information about your book of business. It illustrate the metrics that advisers might use to monitor client objectives, satisfaction, leads, and recommendations.
Price: 400
Ad Type: I am offering
Homepage: https://valuefy.com/wealth-management/
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