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Book a
discovery call

threesixty Webinar - moneyinfo

As well as the secure and efficient document sharing and messaging, you will also benefit from delivering automated, consolidated net worth reporting under a single login. Valuations are directly from the platforms you use as well as advanced account aggregation allowing your clients to see a single dashboard of their entire wealth. Portfolios, properties, personal finance accounts and important financial paperwork.  Secure, organised and tracked, under your brand. 

  • Follow up contact name: Sim Sangha