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fresh ideas for financial advisers and wealth managers -- News Post Image

fresh ideas for financial advisers and wealth managers

In this months webinar, we covered all you need to know about what a client portal is , how it will  improve your client proposition , and how moneyinfo can significantly reduce administrative overheads  in your business.

View a recording of the session below.

To get involved with one of one of our upcoming webinars, register here.

Moneyinfo Webinar 06.06.16 from Sammedia on Vimeo .