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We are getting ready to launch. 

Based on my 20 years in the financial advisory world, I know how much time you all waste documenting advice. It is necessary but doesn't have to consume so much of your time. 

With our software, you will be able to create summaries of your meetings that can be sent to your clients in less than 5 minutes. 

And annual summaries will be done in less than 30 seconds! Stay tuned.

If you would like to be notifed of our launch, please provide your email. Thank you.
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