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Factfind

With the recent Core deployment, we are pleased to announce upgrades to the Core online fact find to allow prospects and clients to fill in and amend the online fact find themselves. The new functionality facilitates business by allowing consultants to have all the data needed to prepare before meeting with a prospect. This reduces data collection time and allows consultants to focus more time on client interaction and discussing solutions that are best suited for the client’s goals and personal situation.  Please contact your financial advisor to initiate the process. 

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