PIMS is a portfolio management solution that assists financial advisers in efficiently and effectively managing their clients investment portfolios. With PIMS, advisers are able to create scale in their business whilst at the same time providing tailored portfolios to clients so as to meet each clients different goals and objectives.
We would love to hear from you! Call, visit, email or write to us today.
Phone: (03) 9016 9378
Email: sales@classleadingsolutions.com
Address: Level 5, 160 Queen Street
Melbourne VIC 3000
