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Three ways technology can optimise SMSF advice
Choosing the right technology and vendors can make a real difference to the ability of advisers to service SMSF clients efficiently and cost effectively, writes Chris Hill, National Manager, Strate
Chris hill
Business development
Centre point or cboe
Portfolio reporting services
Investment adviser institute of australia
Diploma in financial services
Robotic process automation
Cboe mid point
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Baby boomers
Reporting services
National manager
Strategic relationships
Business development manager
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Estate manager
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