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Practice Management and Apps
Using the older version of the system, we show you how to:
• Create model portfolios/short-lists and how these are used within a Client Case.
• Carry out a new money recommendation.
• Set up a valuation platform with the different providers.
• The client facing app (My Planning).
• The adviser app for risk profiling.

This session will last approx 1hr.
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Meeting is over, you can not register now. If you have any questions, please contact Meeting host: Dynamic Planner Client Success.