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Fintech Automation Blog

Announcing: Our Automated Custodial Paperwork Packet! blog financial advisors fintech forms new feature Sep 14, 2022

By Anthony Schorling


Introduction

Financial advisors - boy do we have the treat for you!

We're happy to introduce our new Automated Custodial Paperwork Packet! This is sure to save both you and your clients time when it comes to filling out all that dreaded paperwork by drastically reducing...

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