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Voya Financial

CRM8.1
Mobile apps7.7
Account on-boarding process8.3
Financial planning software8.7
Portfolio management/ portfolio rebalancing8.4
Document management8.5
Account aggregation8.3
Performance reporting7.9
Integration of all of the above8
Tech service and support8.2
Client-facing platforms and tools7.9
Overall rating8.1
Methodology1=unacceptable, 10=outstanding