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Reinvest efficiency gains into your advice practice
Rasiah Private Wealth Management shows that smarter workflows do more than trim costs – they free advisers to dig deeper, move faster and deliver a richer client experience. By pairing quarterly ‘sprint’ meetings with Claras-powered file notes and strict cyber-security checks, the team turns every efficiency gain into time and insight their clients can feel.
File Notes: The Hidden Gold in Your Financial Practice
File notes are far more than a compliance box to tick—they're the mortar between the bricks of your financial advice practice, filled with golden nuggets of client insights waiting to be discovered.
Xplan AI File Note Automation
Discover how financial advisers can streamline their workflow using Claras.ai for automated file notes and easy formatting in Xplan.