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zita.white
Iress Team
Iress TeamAMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm.
With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...
This would be a huge win, it's a horrible process currently.
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