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We recently launched Spotlight Help to get you answers (fast!) and unlock the full potential of Spotlight.
Today, we’re launching Driver-Based Forecasting to help you take forecasting to the next level.
"We flattened our client's monthly distributions and built personal budgets to help them maintain their lifestyles. We also helped them budget and forecast their 2019 cash flow. As a result, we...
"Within two months of signing up with Spotlight, we’d generated an additional $115k in annualised advisory revenue."
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