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How much time will 1-Click Review save you?


Hours per week you could save with 1-Click Review:



1-Click Review® and our Unified Data Fabric®

Powered by our Unified Data Fabric, which aggregates and cleanses customer, market, and performance data from hundreds of sources into an extensive series of customer-facing reports, 1-Click Review allows advisors to bundle and save specific reports with a single click.

Ready to save time?