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Securities Service Network

CRM8.9
Mobile apps8.9
Account on-boarding process9.1
Financial planning software8.8
Portfolio management/ portfolio rebalancing9.1
Document management9.3
Account aggregation9
Performance reporting8.8
Integration of all of the above8.9
Tech service and support9.4
Client-facing platforms and tools8.8
Overall rating9.1
Methodology1=unacceptable, 10=outstanding