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Financial wellness is an important objective of many corporations, communities, broker/dealers and Registered Investment Advisory firms.  For firms that prefer to “white label” the app to meet the unique needs of their organization, we can deliver that experience in a compliance friendly way.  Click here to begin a discussion about white labelling the app for your organization. 

Many advisory firms train their advisors how to grow their business, maintain a strong book of business, and even exit the business with succession planning.  Real Intelligence LLC trains the trainers in the fine art and science of Dynamic Mapping and the Essential Family Office business model.  This business model delivers higher revenue, higher average assets under management, and a higher book valuation.

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