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Hey {name|there}! 👋

Posting for Qi Financial Services @Jane Dearing @Tracy Sansom &amp; co. Expose the plan charges against the provider policy as an additional column for a more holistic report on the plan’s performance.

Valuation Report - Add a column for provider / adviser charges

Abi Hortin

Plannr Technologies

Valuation Report - Add a column for provider / adviser charges

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