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Streamline Client Management with Efficient Processes

Our Automated Workflows feature streamlines financial management for business managers and clients by centralizing processes and tracking progress. This innovative tool enhances collaboration and ensures that both parties stay aligned with their financial management goals.

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For Clients...

Clients can stay informed about the status of their financial management workflows, receive timely reminders and notifications to help stay on track, and collaborate with their business manager by providing updates and feedback on tasks.


For Firms...

Firms can automate and track workflows related to clients' financial management, maintain visibility into progress and upcoming deadlines, and collaborate with clients more effectively by streamlining communication around tasks.

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