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FolioMetrix
At FolioMetrix we serve a single purpose: Giving advisors the time and resources they need to build deep, life-long connections with their clients. Everything we do is focused on creating solutions that allow you to spend more time with your clients.

PlanPlus Inc.
PlanPlus develops financial planning software tools used by financial institutions, professional advisors and the consuming public to perform "personal financial and investment planning".

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