Rate your financial planning softwares and CRM platforms
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
InvestmentNews’ inaugural 5-Star Financial Planning Softwares and 5-Star CRM Platforms is now open.
Rate your financial planning softwares and CRM platforms by taking a few minutes to complete the survey.
As an added incentive, you will have a chance to win one of five $50 Amazon gift cards.
The survey closes on Friday, February 9.
Winners will be announced on the InvestmentNews website in May.
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