Syncing Relenta CRM and MyProsperity is currently on our roadmap
What is CIM - Customer Interaction Management?
It’s a different way of thinking and a new set of tools.
CIM solves three problems that ruin customer experience.
Personal wealth redefined
myprosperity empowers advisers and their clients to make the most of their finances.
Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. Clients can manage their entire financial world in one place.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.