RIAs need robust technology solutions that work together and are easy to use. Join us for this informative, 30 minute overview that will get you up get you up to speed on the latest CRM and document management technology for RIAs.
We'll cover:
Salesforce XLR8 + Worldox Cloud for RIAs
Space is limited. Register Today!
http://info.trumpetinc.com/your-crm-could-be-better-salesforce-worldox
Presenters
Office Hours:Mon-Thurs: 9:00AM - 5:00PMFri: closedPhone: 480-483-9035Fax: 480-922-5283
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