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Dynamic Planner: Enrich your Fund Research with Improved Fund Performance Charting

Technology news for Financial Advisers and Paraplanners

29 Jan 2019

Dynamic Planner: Enrich your Fund Research with Improved Fund Performance Charting

The new fund performance tool allows you to compare up to 10 funds at a time for a selected time period. Past performance figures are provided for historic period, and the chart and the data can be exported to a simple, professional report.

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