Investment Management Agility | Enable Continuous Planning
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SponsoredInteractive Financial Reporting and Business Intelligence inside Excel. Experience the power of Atlas financial reports with D365F&SCM. Get a customized demoSelf-Service Reporting · Bulk Upload from Excel · Easy to install and use
Types: Microsoft Integration, Real-time Data, Pre-built Dashboards
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Wealth Management Solutions | Empower Financial Success
SponsoredEmpower your customers' financial success with salesforce's Financial Services Cloud. Connect the front, middle, and back office to drive profitable growth and increase AUM.Site visitors: Over 100K in the past monthTop 10 Investment Mgmt Tools | Industry Leading Systems List
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Types: Client Management, Risk Management, Portfolio Management, Fund Management4/5 (1,017 reviews)