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  1. Practifi Success
  2. Practifi
  3. Role-Based Apps

Role-Based Apps

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  • Understanding and Using the Welcome App
  • Understanding and Using the Advisor App
  • Understanding and Using the Business Development App
  • Understanding and Using the Client Service App
  • Understanding and Using the Compliance App
  • Understanding and Using the Management App
  • Understanding and Using the Team Member App

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