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  <--Return to LUDIQUEforIFAs System Overview

Valuations

Valuation Menu

Fund List

Select Contacts

 Action List
Policy List Valuations Completed (enter date of next review/valuation)
Policy Fund List Select Client Review/Valuation Report(s)
  Click HERE to download zipped file of example reports

Valuations Menu

 

Select Contacts

Policy List

 

Policy Fund List

Fund List

Action List

Valuations Completed

Client Review/Valuation Reports
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