Investment Data Technologies
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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:

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