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Feature updates 2021
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Have you Seen? - a.i's Property Modelling
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Have you Seen? - a.i's SoA to Word Functionality
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Have you Seen? - a.i's Advice Lifecycle Dashboard
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What's New? - New Automated DDO & TMD Solution
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Have you Seen? - a.i's Enhanced CRM Bulk Actions
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Have you Seen? - a.i's Digital Fact Find
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Have you Seen? - a.i's Digital Fact Find
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What's New? - New Pricing & Investment Return Data
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Have you Seen? - a.i's Ongoing Services
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Have you Seen? - a.i's Document Request
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Have you Seen? - a.i's Email Template Builder
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Have you Seen? - a.i's Model Portfolios
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Have you Seen? - a.i's CRM Campaigns & Analytics
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Have you Seen? - a.i's CRM Bulk Actions
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Have you Seen? - a.i's Investment Comparator
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Have you Seen? - a.i's WealthMap Financial Statements
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Have you Seen? - a.i's CRM - Client Overview
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Have you Seen? - a.i's Assumptions
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Have you Seen? - a.i's Client Dashboard
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What's New? - Investment Comparator
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What's New? - Custom Products
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Have you Seen? - a.i's Super Comparator
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Have you Seen? - a.i's Services Packages
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Have you Seen? - a.i's Interactive Discovery
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What's New? - SOA Editor
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