Our Take Action Webinars empower you to optimize your financial planning strategy with Advicent technology. These webinars will arm you with tools to leverage our product suite in new ways throughout the client journey.
December 13, 2017 @ 12:00PM CST
In this session, you will learn tips and tricks to become more efficient during the data entry portion of financial planning. The focus will be account aggregation, integrations, hot keys, and duplicating items.
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