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VSR Financial Services

CRM Inc.
Mobile apps9
Account on-boarding process8.4
Financial planning software9.3
Portfolio management/ portfolio rebalancing8.8
Document management8.8
Account aggregation9.1
Performance reporting8.8
Integration of all of the above8.5
Tech service and support8.8
Client-facing platforms and tools9.1
Overall rating8.8
Methodology8.8