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my.solutions - Accelerator

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  • Provide your clients with their own personal portal – to view all presentations, modelling, and strategies
  • Actively track every client throughout your client engagement process
  • Manage your referral partnerships
  • Deliver the entire picture of a clients estate planning needs
  • Track every lead throughout your advice process pipeline
  • Generate reports on all Client – Adviser activity
  • Seamless integration with XPLAN

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