AT8's Mark Loosmore investigates the stark differences between Trigold-Crystal's Momentum product and traditional back-office solutions.
In our reviews of practice management systems over the past weeks, we have included systems that have a strong background in automating the back-office processes of financial distributors. In this category there are many vendors with a good breadth of functionality and strong delivery track records. There are fewer firms that have delivered sales technology with the same level of success. Technology used in the sales process brings with it a greater focus on usability. To achieve the successful take-up of a point-of-sale (PoS) solution, it needs a user interface that is simple to use and...
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