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Advisory Advantage podcast series is live

We’re delighted to launch our Advisory Advantage podcast series, hosted by our CEO Richard Francis (CA, author of the Transform! Advisory Playbook and Founder of Spotlight Reporting) and MC Carter...

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Spotlight Reporting announces new wealth management partnership

We’re thrilled to announce that wealth data software solution myprosperity is our newest integration and strategic partner. This integration represents a ‘first’ for the fintech sector, as it...

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