Electronic Signature & Document Processing Software/Supplier: Keylu - Adviser Software

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Business Performance & Operational Management Supplier/Software: OpenAdvice

Marketing Systems Supplier/Software: Keychain

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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: d1g1t

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado

CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy

CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: MYWEALTHCLOUD – The Document Portal

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

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