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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ETRegister Now
This January, we’re releasing updates to some of our most popular features, including Monte Carlo, Lead Capture, and Foundational Planning. Many of these updates were driven by user feedback through our Request a Feature page.
Questions? Give us a call at 888-362-8482 or send us an email.