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OMS Platform vs. Smartr365

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    OMS Platform

    N/AN/AThe OMS platform is a financial services CRM designed so that advisers can dedicate their time to what really matters, providing the best advice and maintaining close relationships with their clients, and is an internal CRM system used to organise clients applications.N/A

    Smartr365

    N/AN/AMortgage technology CRM and platform Smartr365 unites mortgage advisers and technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments.N/A
    Pricing
    OMS PlatformSmartr365
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    OMS PlatformSmartr365
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information