HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Wealth Practice Management

Client Portals

INSIGHTS:

Business Performance & Operational Management Supplier/Software: ifaDASH

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Business performance and operational management

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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: JustFA

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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Ada Fintech

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ELECTRONIC SIGNATURE & DOCUMENT PROCESSING – FUTUREVAULT

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CLIENT PORTALS SUPPLIER/SOFTWARE: BROKERIQ

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CLIENT PORTALS SUPPLIER/SOFTWARE: plannr

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: plannr

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REGTECH SUPPLIER/SOFTWARE: Elevation by VouchedFor

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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: ProtectionGuruPro

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Portfolio Rebalancing
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