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A best-in-class CRM platform that thrives on customer insights;ease of transaction management;and confidentiality and discretion within transaction workflows.

A CRM that brings your Research, Sales & Trading business to the forefront in your institutional brokerage business.

A CRM that empowers Asset Managers and their sales team to engage their institutional clients and prospects proactively, to build trust and demonstrate expertise, with a view to grow their assets under management.

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