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SMA’s
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AUM
*
$0 - $100m
$100 - $500m
$500m - $1B
$1B - $5B
$5B+
Number Of Employees
*
0 - 5
5 - 10
10 - 20
20+
Currently Utilize:
*
CRM
Portfolio Management
Compliance System
Client Reporting
Financial Planning
Alternative Investments Platform
Cryptocurrency Access
Intermediary Investor Data
Turnkey Asset Management Platform
Client Banking
Document Management
We Currently Offer Financial Planning
*
Yes
No
We currently or plan to offer SMA's
*
Yes
No
Our Firm Website:
I don’t have one yet
It needs improvement
It’s solid, but could be better
It’s great
Interested In Adding:
*
CRM
Portfolio Management
Compliance System
Client Reporting
Financial Planning
Alternative Investments Platform
Cryptocurrency Access
Intermediary Investor Data
Turnkey Asset Management Platform
Client Banking
Document Management
Name
*
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Email
*
Phone
Company
*
Role
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