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Connect offers a simple and affordable solution to organize and protect your data whilst gaining compliance and saving you valuable time. Poor document filing wastes hours that busy financial planning firms just don’t have the time for. Time is money, and inefficient processes lead to substantial human resource costs. Connect lightens...
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Connect is a tool that has been created to help financial advisors with handling your day-to-day document management. It's designed to automatically sync all of your client records, emails and file with Xplan, and giving you quick access to the files when you need it.
