Why your practice needs a real-time data strategy & how to get there
To scale advisory, you need up-to-date client data. Learn how our AI powered solution:
- Simplifies compliance processes
- Automates data checks
- Ensures accurate and up-to-date client data
- Provides real time visibility on our Dashboards
Freeing up your time to focus on higher-value advisory tasks.
Featuring business accounting and advisory industry experts:
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Stuart Brandman, Director at 542 Partners
- Hosted by Richard Snell, Head of Sales at Aider
