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2. Microsoft Dynamics 365 - Wikipedia

   en.wikipedia.org/wiki/Microsoft_Dynamics_365

   Microsoft Dynamics 365 is an integrated suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications offered by Microsoft. [1] Combines various functions such as sales, customer service, field service, operations, finance, marketing, and project service automation into a single platform.

3. Solium - Wikipedia

   en.wikipedia.org/wiki/Solium

   Solium Capital, now known as Shareworks by Morgan Stanley, is a subscription-software () company headquartered in Calgary, Alberta, Canada. [1] It is best known for Shareworks, software used by public and private companies to manage their employee stock options and/or cap tables.

4. Keap - Wikipedia

   en.wikipedia.org/wiki/Keap

   Keap offers an integrated email marketing platform for small business users. [2] [5] [9]The Keap platform can create and host Web forms and links, execute automated campaigns, track ROI, provide customer sales updates, database management and e-commerce functionality.

5. List of business and finance abbreviations - Wikipedia

   en.wikipedia.org/wiki/List_of_business_and...

   SMA – Separately Managed Account; SME – Small and Medium Enterprises; SOHO – Small office/home office; SOP – Standard operating procedure; SOW – Statement of Work; SOX – Sarbanes-Oxley; SPP – Systematic Payment Plan; SROI – Social return on investment; SSN – Social Security Number; Stg – Sterling, the currency of the United ...

6. What is a brokered CD? How they work — and what to know ...

   www.aol.com/finance/what-is-brokered-cd...

   Streamlines your brokerage accounts. Rather than opening a new account at a bank, you can buy a brokered CD directly in an investment account you already own. And if you need to deposit more than ...

7. I’m a Financial Planner: This Psychological Hack Is ‘Key’ To ...

   www.aol.com/m-financial-planner-psychological...

   If you have had trouble saving for retirement, putting money away for a down payment, creating a budget, saving for family vacation or other money goals, don't feel too bad, said Brad Klontz, a...