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IDT software enables you to provide whole-of-client financial planning by catering for the following needs:

• Superannuation Planning
• Investment Planning
• Risk General Planning
• Risk Life Planning
• Estate Planning
• Research Data (Managed Funds, Shares and Indices)
• Life Research Data
• Customer Database Management
• Commission Management
• Referral Tracking

Our product suite includes the following:

• Investment Architect
• Risk Architect
• U'Insure
• Commission Management System

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