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Liability (Debt) Data Needed?

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Jun 28, 2023 5:17 pm

Is debt management becoming a focus? Given the all-time highs in consumer debt and with student loan repayments looming, would it benefit RIAs/Independents to have access to - and the ability to pay - all of their client’s liabilities in one dashboard? Or are you already using a technology that provides that?

Asking as tech /solutions provider and attempting to verify use case. Thx!