This low-cost, client-centric practice management system integrates Client Portals from Advisor Products with CRM from Redtail Technology and Financial Planning from Finance Logix.

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Portfolio Performance ReportsFunding of Client's LTC, Disability & Life PoliciesFunding of Client's Top Financial GoalsTasks Client Must CompleteWork You Completed For ClientYour Firm's Personal Finance NewsletterAggregated View of Accounts & Credit Cards