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Kyloe Salesforce for Asset Management

By Kyloe Digital
Kyloe Salesforce for Asset Management
Kyloe Advantage
Complete, customizable solutions, powered by Salesforce
User Personas
Institutional App
Institutional Client Profile
Consultant Ratings Matrix
Intermediary App
Advisor Group Profile
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Starting at $60,000 USD per company per year

Rating

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Latest Release

6/25/2020

CATEGORIES

Productivity
Customer Engagement Solutions Without Compromise

We build world-class turnkey customer engagement solutions for Institutional and Intermediary Asset Managers, powered by the Salesforce platform. Built from the experience of 50+ implementations with asset managers of all sizes.

Starting at $60,000 USD per company per year