and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects (XPlan and Outlook integration) Address all technology issues experienced by the Financial Planning
and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects (XPlan and Outlook integration) Address all technology issues experienced by the Financial Planning