Exhibit A (exhibitaforadvice.com) is a software platform designed to empower financial advisors with custom-branded charts and presentations, transforming the way they engage with clients and prospects. With an intuitive interface, advisors can effortlessly build personalized decks, download insightful charts, and access expert-curated talking points that simplify complex market topics. Every day, our platform automatically updates these resources, ensuring advisors always have the latest, most relevant information at their fingertips. This seamless integration enhances communication, helping advisors strengthen client relationships and confidently navigate important market conversations.
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Industry
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Financial Services
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Company size
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2-10 employees
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Type
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Privately Held
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Founded
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2024