Traction Consulting Group is pleased to announce general availability of our Family Office Manager template for Microsoft CRM.
Our template helps Family Office managers track financials, communications, tasks, and follow-ups related to all of your family office interests.
It's a one-stop-shop for streamlining your communications and actions across family members, brokers, advisory, money managers, and your internal team.
Our Family Office Manager works with both Microsoft CRM Online and On-Premise. In addition, a similar template is in the works for Salesforce.com Call or email us today to schedule a free 30-day demo for your family office.