G&F Financial Group

G&F Financial Group has been a long time DNA client and a DNAcreator developer since 2014.

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  1. Retirement Account Link Workflow Step
    Retirement Account Link Workflow Step
    $2250.00

    This DNAapp adds a new workflow step to the New Deposit Account Wizard, streamlining the process of linking a new retirement account to an existing retirement plan by enabling the User to link a new account to an existing retirement plan during the new deposit account workflow process instead of having to do it after the fact by performing maintenance on the newly created account.

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