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Saneesh Surendran Featured Article In Advisor Perspectives

June 2022

“By finding the most efficient and secure way to manage data as well as being proactive with your controls, you can be assured of data accuracy that allows your operational processes to be scalable and cost effective.”

Our Head of Systems Saneesh Surendran shares 5 steps to ensure your systems are operating on the best and cleanest data set possible in this article for Advisor Perspectives. Read More Here: https://www.advisorperspectives.com/articles/2022/06/28/the-blind-spots-endangering-your-data-and-firm

 

 

 

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