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Strengthen Relationships Through Seamless Communication

Our Communication feature strengthens relationships between business managers and clients by offering a seamless platform for direct messaging and group chats. By centralizing communication within the Leopard platform, users can collaborate more effectively and keep all their financial discussions in one secure location.

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For Clients...

Clients benefit from easily communicating with their business manager within the Leopard platform, staying informed and engaged through group chats with their financial team, and enjoying the convenience of video conferencing for face-to-face meetings.


For Firms...

Business managers benefit from streamlining communication with clients using direct messaging and group chats, and keeping a record of all communications related to clients' financial management.

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