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Statement generation, distribution tracking and. Client management solutions for the Exempt. Market, built by industry leaders. Intuitive Features Focused on CRM2 Compliance. Ensure your client statements are up to date with the most current standards of the Client Relationship Model Phase 2. Manage your distributions, new clients, and distribution adjustments with our intuitive dashboard. Portal Access for All of Your Clients. Rest assured your client data is safe with us.
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