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Adviser Tools, XPLAN Cashflow and Engage modules (Iress) View |
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Managing Opportunities with Xplan (Iress) View |
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6 Xplan Retirement (Rolf van Staden) View |
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The remote client review process | Xplan demo (Iress) View |
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Xplan Mortgage - Taking a look at Dashboard task, notes u0026 diary (Iress) View |
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Xplan Mortgage Dashboard (Iress) View |
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NaviPlan prepares advisors for the Third Wave of financial planning (NaviPlan by InvestCloud) View |
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Xplan Model Office: demo (Iress) View |
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Statement of Advice Full Service (Financial Mappers) View |
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Demo: automating the client review process with Xplan advice software from Iress (Iress) View |