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BROKER ADMIN TOOLS Software for IFAs and M&GI brokers My Business Track records of all your active policies and related turnovers Task Manager Manage tasks for your company and employees while tracking time spent on each Quoting Integrations Get your live quotes through our integrations with Defaqto, iPipeline and Twenty7Tec Client Management Organise all your clients into one only system & create your own customised fact finds and much more T&C Improve your knowledge through the training and competence section. Document exams and get your CPD registered Document Library Get your documents done faster by using our document library templates and our suitability report automatic generator 14-  DAY TRIAL FEATURES PRICING Brought to you by IFAC.eu specialists in compliance

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