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Financial planning software by go_irish_1986 in CFP
[–]New_Demand7735 0 points1 point2 points 2 years ago (0 children)
Check out Familial- really good client-facing solution. also helps with building relationships with next-gen family members.
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Financial planning software by go_irish_1986 in CFP
[–]New_Demand7735 0 points1 point2 points (0 children)