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2019-09-02
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2019-04-17
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2019-03-19
The system was quite user-friendly, however the quality of the initial edited documents was poor, with a green tinge appearing behind the altered text. A note to Paul at customer service had a solution identified, which solved the problem.
2023-06-25
it's been satisfactory so far how ever with the limitations i can't justify the cost especially the requiired annual payment in which i can't afford at this time and the use of the product will be limited and not on a consistent basis therefore i can't pay the annual fee at one time
2021-10-19
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2021-02-16
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2025-03-11
I looked at some pdf that were not…
I looked at some pdf that were not editable until I found PDFiller. Great experience and so useful in my tax business.
2025-03-11
Delete Topic in Investment Plan
The Delete Topic feature in the Investment Plan allows you to streamline your investment strategy by removing unnecessary topics. This function ensures your investment focus stays sharp and relevant.
Key Features
Easily remove irrelevant topics from your investment plan
Enhance the clarity of your investment strategy
Save time by focusing on important topics
Improve your investment tracking and analysis
Use Cases and Benefits
Adjust your investment strategy when priorities change
Eliminate outdated topics to refine your financial goals
Simplify your investment discussions with concise topics
Enhance decision-making with a clear focus on relevant topics
Deleting a topic can significantly reduce confusion and help you and your team concentrate on the investments that matter most. This feature addresses common challenges by allowing you to maintain a focused investment plan, ensuring you only invest time and resources in matters that align with your goals.
#1 usability according to G2
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