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Hey {name|there}! 👋

I have just subscribed to Mabel Insights that provide advisers with Cashflow Modelling as well as Risk Profiling tools.Please could we have an intetgration in order to negate rekeying of client information.Many thanks - Gerald bellot Julian harris Financial Consultants

Mabel Insights Intergration

Gerald   Bellot

Plannr Technologies

Mabel Insights Intergration

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