Performance Reporting and Billing

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May 29, 2018 10:11 am

I am looking to make a change from our current software and wanted to get some opinions.

We dont use the client portal or a lot of the bells and whistles that our current software provides so looking for a less expensive program. Currently thinking about Panoramix and Advisor Assistant. Any opinons on either of these or another program I should look into.

THANKS!

Kevin