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Keeping your funds close and your clients closer

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Jun 5, 2018 8:01 pm

Like lots of introducing broker/dealers, you may be struggling with how to make small, fund-only accounts more manageable—and profitable! We’d like to tell you about how one B/D is doing it.

Join us June 13 at 2pm EDT for a live discussion: “Check & App is Great! (Till it’s Not): The Case for Centralizing Fund-Only Accounts.”