CLMi Trial

https://store-images.s-microsoft.com/image/apps.2623.29a2b064-c3b9-4525-8acf-9103d9001c25.5384c6c9-2fef-4549-b71a-39dc402cbdf6.792834a7-1d42-4fd0-93e4-81db94a4acc9

Overview Ratings + reviews Details + support

A trial of Client Lifecycle Management as a Service, offered by Wealth Dynamix for Wealth Management

https://wealth-dynamix.com/solutions/clmi/

At a glance

https://store-images.s-microsoft.com/image/apps.17031.29a2b064-c3b9-4525-8acf-9103d9001c25.5384c6c9-2fef-4549-b71a-39dc402cbdf6.0bce35b8-4084-4691-ba5b-4934585fc23c