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Showing 1 - 1 of 1 results for "Lonsec FrontOffice solution aggregates"

Lonsec rolling out cloud-based practice management tool

ALEX BURKE  |  THURSDAY, 15 JAN 2015
... more than one account," he said, "for example a personal account, a joint and an SMSF. The Lonsec FrontOffice solution aggregates this account data at the client level, not only giving the adviser access to their total net worth but also a snapshot view ...
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