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  1. Practifi Success
  2. Marsanne
  3. Financials

Financials

How to manage your clients' assets, holdings and liabilities.

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  • Using the eMoney Integration
  • Managing assets and liabilities
  • Using the Envestnet Integration - Marsanne
  • Using the Schwab Integration - Gamay
  • Using the Envestnet Tamarac Integration - Marsanne
  • Using the Addepar integration - Gamay

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