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August 2020 Product Updates

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Join us for Assessing Your Financial Planning Strategy (Part 1) on Thursday, May 20, at 12:00 p.m. ET

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We’re updating your Connections Dashboard, to streamline how you navigate, troubleshoot, and monitor your advisor and client connections. Learn more about this upcoming update and more in our August release notes. 

Check out our August release notes:

Stay tuned for more updates next month!

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