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<p class="b-todis">Build to Disrupt</p>
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<p class="titles">Automated Recommendations</p></div>
<div class="bt-box"><p class="box">Aggregate and analyze your customers’ assets and debts to make automated and personalized investment allocations based on their life goals and risk tolerances.
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<p class="titles">Tools for Advisor Insight</p></div>
<div class="bt-box"><p class="box">Build tools and analytics that enable wealth advisors to streamline investor onboarding, data aggregation, and portfolio analysis so they can focus on scaling their business, serving more clients, and growing their practice.
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<p class="titles">Wealth Planning & Management</p></div>
<div class="bt-box"><p class="box">Empower your customers to manage, monitor, and grow their net worth through capabilities such as investment planning, portfolio management and comparison with respect to demographic cohorts or the broader market.
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