Onboarding New Wealth Management Clients using Phundex
September 21, 2023
We know you will want to edit fillable pdf documents on Phundex, so we’ve created a user manual to explain some of the ways to make that easier. You can download from here, but we’ve also got a copy on our help desk on the platform, where you will always find the most recent copy.
Got a question about fillable pdf documents? – here’s where to start
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