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Client Video Statements

Client Kit Includes: Client Kit with Firm Logo on Lid 2 Pens (branded AE WM) 1 USB Drive (branded AE WM) – 3 animated Riskalyze client video – Additional storage to load client documents, advisor documents, etc. Advisor Branded Material – Client Letter – The Power of Integration – The Power of Your Integrated Experience…

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Client Video Statements

Don’t forget that advisors can utilize a pre-made video and send out to their clients in the Client Portal. This video will be customized with the clients data!

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