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Events for January 2018

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1
2

New User – Orion Overview

3

Data Recon: Interface Reconciliation App Overview

4

Quik! Integration Spotlight and New Account Onboarding

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Barron’s Top Advisor 2018

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Barron’s Top Advisor 2018

New User – Integrations

10

Barron’s Top Advisor 2018

Report Themes

11

Performance Viewer

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New User – Data Reconciliation Webinar

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Inside ETF’s US 2018

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Inside ETF’s US 2018

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Inside ETF’s US 2018

New User – Reporting

24

Inside ETF’s US 2018

Utilizing sleeves with Eclipse

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FTJ Conference 2018

New User – Performance

31

FTJ Conference 2018

TDA National LINC 2018

1

TDA National LINC 2018

2

TDA National LINC 2018

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