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Preparing your Data to Sell your Business

Adviser Outsourcing Ltd

Specialists in outsourced income reconciliation and administration services for SME Financial Advice Firms

发布日期: 2024年9月3日

Firms have a wealth of data but sometimes it’s hard to see how to link it together to understand and prove the value of your client base.

This session outlines how to extract data from Intelligent office and link it together to give some keys metrics covering a consolidated report for client data, income and FUM.

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