Author: Darren Madden

CLIENT PORTALS SUPPLIER/SOFTWARE: plannr

Client Portals Advice Tech Hub Home Plannr’s Client Portal provides a secure and...

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: plannr

Wealth Practice Mgmt Advice Tech Hub Home Plannr is a Customer Relationship Management (CRM)...

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Defaqto Engage

Cashflow Planning Advice Tech Hub Home Defaqto Engage is a software solution designed specifically...

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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage

Portfolio Rebalancing Advice Tech Hub Home Defaqto Engage is a software solution designed...

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