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Integrated Wealth Management, Family Office Services, Investment Management, Open Architecture, RIA, Retirement Planning, Estate Planning, Tax Planning and more
237 Global is a tech, services, and VIP company focused on superserving fans of musicians, athletes, and influencers. They curate both virtual and in-person VIP experiences for their clients, as well as develop custom apps for creators, artists, and at...
Zimmet Healthcare Services Group is a consulting firm that provides innovative solutions to the challenges of operating in the post acute care industry.
OnePlace™ is a next generation Client Lifecycle Management solution for Professional Services, built on the market-leading Salesforce platform. With offices in Singapore, Australia, the US and the UK, the OnePlace team has built a strong track record of planning, implementing and supporting successful CLM projects worldwide with expertise and passion Client Lifecycle Management is at the centre of what we do, from early relationship building right through to supporting strategic key client programmes. Our marketing and business development tools help you plan, execute and analyse your prospecting campaigns. Smart functionality like the proposal generator and our referral management capabilities ensure the bid process is structured, measurable and effective. And if you combine powerful, intuitive reporting and dashboards with an integration into your firm`s other core systems, you get a complete, 360-degree view of your clients. OnePlace allows you to proactively manage your relationships as they mature, uncover areas of concern and mitigate risk. We don`t stop here, and neither should you. You can access the full functionality of OnePlace on mobile devices, which means you can be productive whenever and wherever you decide. Find more information on www.oneplace.global or contact one of our regional offices.
Groppe Long is a Houston, TX-based company in the Business Services sector.