An Online Fact Finder
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Accurate and up to date financial details for each of your clients
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New Client Leads
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A comprehensive suite of reports to view your clients financial position
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A Messaging system enabling you to communicate directly with your clients
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Lifestyle Planner also provides your clients value added services such as a customised,
interactive budget website, assistance in tracking cash flow and learning opportunities
to develop their financial management skills thereby creating opportunities to grow
and invest their money.
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