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After making your model selection, simply click the check box to the left of the model and then at the bottom click Submit Service Request.
Watch the quick tutorial video below to learn how to utilize this feature.
If you need assistance, please contact your Freedom Advisors service team.
MT-600741
Freedom Advisors offers a turnkey asset management platform (TAMP) with a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their clients.
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