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Micasa FundXtra
Micasa BD Connect
 
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Uptick Financial Advisor
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PlanXtra
 
PlanXtra is a web-based tool that lets retirement plan providers, investment managers and advisors monitor 401(k) plans and other investment portfolios, easily and more efficiently.
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Generate monthly and quarterly reports customized with your monitoring criteria that can be automatically emailed to advisors and clients.
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Fundxtra
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Brochure
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click on link to access pdf
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Go to PlanXtra
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