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Location Head Office

15 N McDonough St building c
Decatur
GA
US

Telephone

(800) 277-4830

Contact

Roberto Severino
[email protected]

Advisor Platform

Advisors get a streamlined journey taking a prospect or client through risk tolerance, pulling in current holdings + goals for a diagnostic, and building recommendations. With those components in place, advisors can generate a variety of client-facing output:

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