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InvestCloud turns nine, claims gobsmacking $2T of AUA ( not even counting $50B AUA clients) but seeks more RIAs by exploiting perceived Salesforce shortcomings

The LA-based aging start-up means to meld social media data with spreadsheet data in CRM cloud in way that leapfrogs many RIA offerings -- at least as part of its suite

Author Oisin Breen December 4, 2019 at 11:26 PM
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Yaela Shamberg: The majority of CRM systems available on the market are basically only sales pipeline management tools, and they do a poor job at that.

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