1d • General discussion
A new app for Egnyte
Hey advisors, anyone out there using Egnyte? Check out our new app that automatically re-names files and extracts holdings out of brokerage statements. No new systems, no new training -- just right click and "Send to LEA".
Check out more info in the Egnyte App & Integrations store:
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A new app for Egnyte
skool.com/advisortechbook
fewer. better. smarter.
🚧 under construction 🚧
www.advisortechbook.com
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