https://store-images.s-microsoft.com/image/apps.63239.f416de25-c08e-4e4c-95d3-386c5ccab970.c07f0f64-fb8f-4b54-b2fd-4677b0881b75.999a184b-bb00-4e6c-a60a-f54ca0b314bc

All-In-One CRM for Financial Advisors

by All-In-One CRM for Advisors / Modern Techne Solutions

An All-In-One Microsoft CRM for Financial Advisors

We accelerate Microsoft Dynamics 365 adoption by eliminating the financial barriers of creating a tailored solution for financial advisors.

Saving over $100k in upfront costs while giving you access to an easy to use world class scalable solution.

Our solution will include hands on training to ensure that everyone is using the solution to its full capacity right from day 1.


At a glance

https://store-images.s-microsoft.com/image/apps.52221.f416de25-c08e-4e4c-95d3-386c5ccab970.c07f0f64-fb8f-4b54-b2fd-4677b0881b75.c865458a-33b0-4375-83f1-9902586b5cac