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Market Builders CRM for Institutional Asset Management

Starting at $1,000 USD per user (one-time) Product is priced on a one-time basis and carries no subscription or maintenance fees. It is priced on a per user basis with a minimum price of $10,000 that includes the first 10 users.



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Comprehensive CRM solution for Institutional Asset Management industry-IAM

Market Builders CRM is designed for the IAM industry and used by sales, marketing and service users working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database and works with Sales & Service Clouds as well as FSC.