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United Planners' Financial Services of America

CRM9.4
Mobile apps9.2
Account on-boarding process9.3
Financial planning software9.3
Portfolio management/ portfolio rebalancing9.2
Document management9.4
Account aggregation9.4
Performance reporting9.3
Integration of all of the above9.4
Tech service and support9.4
Client-facing platforms and tools9.4
Overall rating9.3
Methodology1=unacceptable, 10=outstanding