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Feature updates 2022

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2022 Feature videos

HubSpot Video

What's New? - a.i's July 22 New Release

HubSpot Video

Have you Seen? - a.i's XY PD Session with Amy Baker

HubSpot Video

Have you Seen? - a.i's SMSF with Baseline Projections

HubSpot Video

What's New? - Enhanced WealthMap

HubSpot Video

What's New? - Trust with Baseline Projections