at Financial Technnology Year
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Objectway Wealth CRM
from Objectway
Wealth-centric CRM for brokerages providing full client view, automated onboarding, activity logs, workflow, compliance, task management, document storage, and omni-channel communication.
in:
Client Services
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
Objectway Wealth CRM
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