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Zmara Knoll
Wealth Screening Vendors

Hi Everyone,

 

Happy New Year!

We are in the process of researching wealth screening vendors and I'd be interested in hearing what vendors/apps your organizations are using and why you selected the one you did.  Obviously Wealth Engine is an attractive option because of it's integration with Milli but I'd like to know what others are doing and why.

Thanks in advance for any feedback.

 

Zmara Knoll

Choate Rosemary Hall