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A good client meeting shouldn't mean waiting weeks to receive the document. Our paraplanning team now produces SOAs and ROAs, on your templates or ours, direct in XPLAN.
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Every practice has one task someone still does by hand because nothing else quite fits. We now build the small, purpose-built tool that makes it disappear, AI or not.
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Practices could produce advice quickly but still couldn't see their own business. Blueprint Analytics was our first answer. Coremetryx is what it became.
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