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Investacorp

CRM Inc.
Mobile apps8.3
Account on-boarding process8.3
Financial planning software8.4
Portfolio management/ portfolio rebalancing7.6
Document management7.9
Account aggregation8.7
Performance reporting8.7
Integration of all of the above8.2
Tech service and support8.2
Client-facing platforms and tools8.8
Overall rating8.3
Methodology8.5