CRM CONNECT

Manual input between systems will be a thing of the past with CRM CONNECT!

Once you connect your CRM to REVEX you can enjoy a seamlessly integrated experience, grabbing up to date client and adviser information when needed.

With the increased industry focus on compliance matching clients to advice to revenue is more important than ever.

  • AdviserLogic
  • Midwinter
  • Practifi
  • Xplan