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Account aggregation technology.

There's a lot you want to know. How does it work? Could it help me? Are there tricks for using it?

You don't have to be in the dark. Grab a copy of this ultimate Lunchtime Reading and get an incredibly straightforward (and honest) breakdown:

  • What it is, How it works

  • Why advisors use it (detailed list on Page 4)

  • How to easily reduce the expense

  • How to avoid unnecessary complexity

  • and even more...

BONUS: Get a 24-point checklist for “How To Evaluate Account Aggregation Systems” sent straight to you as a bonus.

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