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Our Advisor Calculator series of online analytical calculators is composed of over 30 one-page reports designed to quickly answer financial questions posed by clients and prospects.
These one-page PDF reports offer professional, presentation quality output which can be given to clients as part of the planning process. The reports, which can also be emailed, can help motivate a client/prospect to take action, answer pointed financial questions or educate on a specific financial topic. Incorporating the prospect/client and advisor name with appropriate company disclosures, they are a great supplement to your comprehensive planning system and can easily be implemented on a company extranet site or agent login area.
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© Copyright 2012 DocuMatix, LLC. On-line marketing software available under a Software-as-a-Service (SaaS) model.
All rights reserved. Various trademarks held by their respective owners.
DocuMatix, LLC. 150 West Civic Center Drive, Suite 102, Sandy, Utah 84070
Sales: 1-877-DOCUMATIX | Fax: 801-967-3033
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