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XMWeb

information technology & services

XMWeb Details

XMWeb has been designed specifically for the Financial Services industry to aid them in the management of their broker-dealer, custodian, partner and client relationships. XMWeb is an affordable, easy-to-use so...
XMWeb has been designed specifically for the Financial Services industry to aid them in the management of their broker-dealer, custodian, partner and client relationships. XMWeb is an affordable, easy-to-use software application that provides comprehensive Operational and Management reporting and integrates financial services specific functionality including Tasks/Queries, Meeting notes, Contact management, Profiling, Surveying, Marketing and many other features.
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$1.4M

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"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

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