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Demo: automating the client review process with Xplan advice software from Iress
7:20
YouTubeIress
Demo: automating the client review process with Xplan advice software from Iress
Run your client reviews from anywhere you want, as easy as you like, with Xplan. Start with intelligent workflows matched to how you work, pre-meeting questionnaires for your clients, open banking integrations that connect directly to client bank accounts, smart factfind processes, easy ways to arrange and meet your clients like diary alerts ...
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