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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ACH Payments
Calendar
Client Portal
FaxLogic
HTML
eSigns

Integrations

ACH Payments
Calendar
Client Portal
FaxLogic
HTML
eSigns

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$89 per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

ANALEC

Founded

2003

Country

United States

Website

analec.com/solutions/investment-research-organization.html

Vendor Details

Company Name

Logics CRM

Founded

2008

Country

United States

Website

www.irslogics.com

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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