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Quick access to resources for paraplanners.
Check facts and get up to date on legislative and regulatory changes with technical guidance
Match the right product with your client’s needs.
Match the right fund with your client’s needs.
Recorded and upcoming Webinars, covering a wide range of topics, available through our Oracle Live hub.
With a wide range of investments, wrappers and tools we try to help make your planning job easier.
Understand the funds available to your clients or check fund prices and performance information with this tool.