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Automate spending allocation, set smart routing rules, and draft a visual map of your clients cash flows.
Get inspired by fellow advisors most common maps and utilize them for your own clients.
Share your maps with your clients to help them automate and manage their cash flow.
$9.00
Take your financial management to the next level, with smart rules and partner collaboration.
Sequence is a connection between a Port (e.g salary) and an account (e.g checking)
$10.00
Take your financial management to the next level, with smart rules and partner collaboration.
Sequence is a connection between a Port (e.g salary) and an account (e.g checking)
$8.00
Take your financial management to the next level, with smart rules and partner collaboration.
Sequence is a connection between a Port (e.g salary) and an account (e.g checking)
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