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Valian


4.2 ( 2672 ratings )
Финансы
Разработчик AssetBook
бесплатно

AssetBook built the financial industry’s most robust portfolio monitoring and reporting system, Pulse. And now, AssetBook presents Valian, the next generation of client engagement apps tailor made for financial advisors that care about building and maintaining trust with their clients. Valian provides features that will keep clients engaged, simplify communication and enhance collaboration.