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Advisor360 is continuously making enhancements to add value to your business.
If you
- Have a good idea or suggestion
- See a better way to conduct business
- Identify issue or inefficiency with the current platform
You may provide feedback directly within Advisor360
- Access the Feedback link located in upper right hand corner of Advisor360 Dashboard and Client360, or the mini chat / message icon in Practice360
- Search for ideas submitted by others and vote on them to raise importance
- Submit your own ideas and ask peers to vote on them
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