Trigold adds CRM tool to package

The platform will enable Trigold’s Prospector AAA users to share customer information between Prospector AAA and Outlook. It will also allow multiple recall dates within Trigold to be displayed in the Outlook calendar. Using a new section within the existing client management process, Trigold says advisors will be able to add, edit or delete multiple recall dates for future customer activity, such as end of a mortgage tie-in period, expiration of an insurance policy, or scheduled meetings. The latest enhancement comes on the back of the recently launched Enhanced Non Conforming sourcin...