Integración con Morningstar AdviserLogic

Descripción general

Connect your Morningstar AdviserLogic platform with Salescaling to manage your financial advisory business.

Cómo funciona

• When a new client is created in AdviserLogic, a new contact is automatically created in Salescaling.
• Keep your financial planning and sales data perfectly in sync.
• Engage and impress clients while efficiently running your business.