Overview
What is pfireStorm?
PfireStorm was established in 2007 and originated as a collaborative technology solution for those practicing in the financial planning services in South Africa. The complexities of ensuring sound practice administration, compliance and relationship management for financial service providers were addressed…
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What is pfireStorm?
PfireStorm was established in 2007 and originated as a collaborative technology solution for those practicing in the financial planning services in South Africa. The complexities of ensuring sound practice administration, compliance and relationship management for financial service providers were…
Entry-level set up fee?
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Alternatives Pricing
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Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.
What is Redtail CRM?
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
Product Details
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- Tech Details
What is pfireStorm?
pfireStorm Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
