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filnote Advisors have told us they from your discovery meetings, providing saved directly to your Sharepoint.

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Purpose-built AI technology specifically designed for financial advisers. Automated, detailed wealth management-specific file notes. Filnote is on Facebook. Join Facebook to connect with Filnote and others you may know. Facebook gives people the power to share and makes the world more. filnote helps you lead teams or working groups, manage projects, create reports, manage information bases, organize your personal work and more.