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Showing 1 - 1 of 1 results for "Workflow threads"

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
... planning adviser tools have been overhauled to ensure scalable documents across fact finds and statements of advice. Workflow threads have also all been reviewed to assist offices become more efficient in the workflow process. "The advancement being ...
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