Business introduction
Work smarter, not harder
LOGDIN has been designed and built by financial advisers for financial advisers
LOGDIN is a bespoke CRM built on the Zoho CRM platform exclusively for financial advice and wealth management firms.
LOGDIN brings far greater efficiency and peace of mind to your business
Management MI, analytics and reporting, communications, robust full automation and oversight. Most importantly it does not change the way you already work or any of the IT systems you already use. Complete oversight for management, advisers, paraplanners and client support staff.
LOGDIN Solutions
LOGDIN
LOGDIN brings far greater efficiency and peace of mind to your business Management MI, analytics and reporting, communications, robust full automation and oversight. Most importantly it does not change the way you already work or any of the IT systems you already use. Complete oversight for management, advisers, paraplanners and client......
business needs
- Business Intelligence & Practice Management
- Business Process Management & Outsourcing
- Client Engagement & Management
