Mar '24 • AI & Tech 🤖
Cashflow planning tools...
Adviser question: Cashflow planning tools - straight to the point - what are you using?
Why did you choose that one?
What is it's biggest weakness?
Is it web based? (For us it has to be)
How much does it cost?
Despite the brevity of this initial post I appreciate your feedback. Thank you.
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Cashflow planning tools...
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