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Openfinancialplanning

This solution offers the advisor the possibility of presenting the client with a high value added personalised simulation in a straightforward, rigorous and user-friendly manner. In the current climate it provides entities with a competitive advantage.

  • Editorial Team
  • May 12, 2021
  • 1 minute

This solution offers the advisor the possibility of presenting the client with a high value added personalised simulation in a straightforward, rigorous and user-friendly manner. In the current climate it provides entities with a competitive advantage.