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Adviser Tools, XPLAN Cashflow and Engage modules
8:39
YouTubeIress
Adviser Tools, XPLAN Cashflow and Engage modules
Model and compare cashflow projections based on your client’s expected lifespan. Use engaging point of sale education tools to highlight your client’s circumstances and shortfalls in a succinct, easy-to-use format. Website: https://www.iress.com For more news on the world of finance and financial software Add us on: Instagram: http://www ...
10.7K viewsFeb 22, 2018
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