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Juniper Square IRM from Juniper Square
An intuitive investor relationship management system that simplifies document sharing, provides personalized reports, tracks investor preferences, and enhances communication, streamlining the investor experience.
Product analysis by function
Investor Relationship Management (IRM) Systems for Client Relationship Management
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
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