2017 BEST PRACTICEs CONFERENCES SERIES - BOOK YOUR PLACE TODAY!
EUROPE, Middle EAST & AFRICASTARTS IN:
NORTH and south americasSTARTS IN:
ORLANDO, FL USA
asia pacificSTARTS IN:
KOTA KINABALU, MALAYSIA
News : Commonwealth Financial Network’s Custom CRM System Launches
Walthham, MA, USA, Nov 13, 2015 -- Commonwealth Financial Network, a privately held independent broker/dealer–RIA, announced advisor migration to its new CRM system is complete. The new CRM system offers a faster, more intuitive, more streamlined system designed and built from the ground up and in conjunction with advisor input received at every stage of development.
"We opted to build our own CRM system so that it could tightly integrate with our suite of proprietary tools—Client360º(R), Practice360º(R), and Investor360°(R)," said Darren Tedesco, managing principal of innovation and strategy."
Posted by Veronica Silva Cusi, news correspondent
Today's Tip of the Day - Power Hour
About Commonwealth Financial Network:
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,600 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models.
Published: Tuesday, November 17, 2015