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What Our Clients Say

Monday was D day for what’s been a massive few months working on streamlining the FDS / OPT IN and review process for our client.  I can’t thank you enough for all your work leading up to Monday and your time this week when we had a million questions. 

 

We are confident that the work you have completed will save approx 20 hours per week moving forward. This is effectively a part time role they no longer require. We couldn’t have hoped for a better result. 

 

Thanks again and I am thrilled we are working together. You have been a wonderful addition to supporting all of us at 5 ELK". 

 

Danielle Carey | Efficiencies Coach 

5Elk

 

    Services    

If you need to improve your business processes and enhance your Xplan experience
then you need Practice Dynamix. 

  From our Blog  

7 Reasons Why Dealer Groups Must Provide a Managed CRM Solution

January 17, 2019

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September 5, 2018

Datafeed Training - Chapter 1 - Setting up Portfolio Datafeeds

July 30, 2018

FASEA proposes 'professional year'

July 26, 2018

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