Software as a service (SASS) services, namely, hosting software for use by financial services professionals accessible by traditional computers and mobile devices for managing client data, target marketing prospective clients and developing marketing campaigns, sending and organizing emails to clients and prospective clients, online calendaring featuring ability to schedule events and share schedule with others, and managing multiple client business lines in relation to regulatory compliance

'abil':47 'access':16 'busi':60 'calendar':45 'campaign':34 'client':25,30,40,43,59 'complianc':66 'comput':19 'data':26 'develop':32 'devic':22 'email':38 'event':50 'featur':46 'financi':13 'host':8 'line':61 'manag':24,57 'market':28,33 'mobil':21 'multipl':58 'name':7 'onlin':44 'organ':37 'other':55 'profession':15 'prospect':29,42 'regulatori':65 'relat':63 'sass':5 'schedul':49,53 'send':35 'servic':4,6,14 'share':52 'softwar':1,9 'target':27 'tradit':18 'use':11

VIRTUAL ADVISOR

Owners

Goods & Services