CGPI Associates is a services company dedicated to Independent Financial Advisors, allowing its members to save time by handling otherwise unproductive tasks. All tools dedicated to a specific job are developed in-house with 4D technology. Twister, one of these internal applications, supports electronic document management, CRM, mail processing, business analysis tools and synchronization tools with their accounting softwares. AD'Twister is an application dedicated to members (simulation tools, electronic document management, CRM, firm analysis, reports heritage, aggregation contracts, etc.).