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All Forum Posts by: Justin Smith

Justin Smith has started 2 posts and replied 2 times.

I have clients who are investors and asset managers. Each individual has lots of different lenders and banks. They don't have a great way of consolidating, tracking, managing them. Anyone have any software suggestions that isn't just a spread sheet?

I have clients who are investors and asset managers. Each individual has lots of different lenders and banks. They don't have a great way of consolidating, tracking, managing them. Anyone have any software suggestions that isn't just a spread sheet?