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Offering people a way to bring their financial lives together is empowering. As our partners
offer these capabilities to people, they will gain tremendous visibility and new financial ability.
The tools will lead to deeper engagement; as we wrote earlier, behavior leads to behavior,
ultimately intelligently connecting the financial consumer's life.
People are connected to their
entire financial life and their
advisor in a seamless, intelligent,
and customized experience.
Consumer-friendly, goal-planning
aligning goals, wants and wishes,
and prioritizing.
