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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 ...
4.4K viewsOct 15, 2021
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Demo: onboarding a new advice client with Xplan advice software from Iress
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