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Key
Features

  • Practice Branding (White Labelling)
  • Unlimited iFactFinds
  • Support Staff & Paraplanner Access
  • Initial Meeting Module
  • Progress Tracking
  • Compliant FSG Delivery & Recording
  • Business Metrics
  • File Notes
  • e-Sign Acknowledgement
  • Snapshot (Data Versioning)
  • Audit Logs
  • Client Access
  • Values based Goal Capture
  • Xplan Integration (Aug 2020)
  • Other Integrations (coming soon)

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