Guest 401kizzle Posted October 21, 2010 Posted October 21, 2010 We are looking at purchasing a web based client management system, but were hoping to find something with a workflow management/BPM piece along with it. Please let me know if you have any recommendations.
frizzyguy Posted July 7, 2011 Posted July 7, 2011 I just saw a demo for PensionPro and looked pretty good. We are looking into moving forward with it but have not tested it or implemented it yet. IMHO
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