@dossierdata.nl
DossierData: een totaalpakket met slimme softwarekoppelingen.
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About
Description
DossierData | Groningen is the leading brand for financial advisors in the Netherlands. Our comprehensive management package provides financial advisors with the tools they need to effectively manage their clients and meet their compliance obligations. With DossierData, you can have a complete and up-to-date overview of your client base, allowing you to efficiently manage your clients and provide top-notch service.
Our platform offers a range of features, including client management, integration with partner systems, data migration and import, and a client portal and app. By using DossierData, you can ensure that you have all the necessary tools for effective client management and compliance. Our platform is designed to help you streamline your workflow and provide excellent service to your clients.
Try DossierData for free for 30 days and see the difference it can make in your business. Sign up now and your personal account will be set up automatically within five minutes. Discover the power of DossierData and take your financial advisory business to the next level
Company Type
Privately Held
Company Size
2-10
Year Founded
2016
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