Bxrnie_Nov 27, 2021 · 3 years ago5 answers Are there any specialized client relationship management platforms specifically designed for cryptocurrency advisors?
Can anyone recommend any client relationship management platforms that are specifically designed for cryptocurrency advisors? I'm looking for a platform that can help me manage my clients, track their investments, and provide personalized advice based on their portfolio. It would be great if the platform also integrates with popular cryptocurrency exchanges for seamless trading. Any suggestions?