FinaConnect Inc
www.finaconnect.comOur platform allows advisors to customize, automate, generate quarterly plan level reports and manage their practice end-to-end Components Include: * CRM/Plan management * Prospect proposal generator * Investment Analytical tools * Reporting module * Management reports
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Our platform allows advisors to customize, automate, generate quarterly plan level reports and manage their practice end-to-end Components Include: * CRM/Plan management * Prospect proposal generator * Investment Analytical tools * Reporting module * Management reports
Read more
Country
State
Washington
City (Headquarters)
Seattle
Industry
Employees
11-50
Founded
2008
Estimated Revenue
$1,000,000 to $5,000,000
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President
Email ****** @****.comPhone (***) ****-****
Technologies
(17)
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Seattle, United States
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