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• CRM - Customer Information
  
• Automated New Account Forms
  
• Direct Transaction Entry
  
• Streamlined Direct Transaction Workflow
  
• Registration NAFs
  
• Centralized Supervision
  
• Paperless Scan and Upload Everything
  
• Reports for Reps - Customer Lists
  
• Consolidated Investments - Screen
  
• Consolidated Investments - Customer Statements
  
• DiscloseSure Product - Disclosures