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September 2023 Quarterly Update

For our Septmeber 6, 2023 quarterly update, we covered growth, adviser feedback survey results, platform activity and coming improvements.

To make it easy for you to jump to the sections that are most interesting for you, we've chapterized the below video (click on the icon in the bottom right of the video player)

Enjoy and please donate if you'd like to help us reach more pro bono clients!

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