Midwinter’s Client Manager
Midwinter’s Client Manager is a completely web based client relationship management system (CRM) that provides financial services licensees and advisers with the processes and automation required to control and grow your business.
Client Manager is integrated around a central CRM – providing a standard operational platform for all advisers, and simplifying the monitoring processes for financial services licensees. Client Manager is flexible – you remain in complete control of everything, from your data through to your own look and feel.
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Midwinter’s Client Manager (CRM) – application pack
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