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American Trust PartnerLens


4.4 ( 9664 ratings )
Sociální sítě Obchod Finance
Vývojář: LT Trust
Zdarma

PartnerLens from American Trust is a dashboard for 401(k) advisors. Using plan data, PartnerLens gives real-time data visualization for an advisor’s entire book of business with American Trust. Each representation of data is dynamic, responding to user selection so that plans can be analyzed at both a micro and macro level.