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Signator Investors

CRM Inc.
Mobile apps8
Account on-boarding process7.8
Financial planning software8
Portfolio management/ portfolio rebalancing7.7
Document management7.9
Account aggregation7.4
Performance reporting7.8
Integration of all of the above7.9
Tech service and support7.7
Client-facing platforms and tools7.7
Overall rating7.6
Methodology7.8