The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, sol…
ProTrak International, Inc.
Research related to ProTrak CRM
12 November 2018
31 May 2018
Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers. This report examines the leading vendors in the CRM for wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.…
10 April 2018
Celent examines the leading CRM vendors in the European wealth management market. Client relationship management (CRM) is a strategy and busines…