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This new layer of intelligence inside the YAVIA journey gives a clearer view of spending, right from the start.
Clients upload their documents once through YAVIA.
Key information is extracted and validated automatically in the background.
Advisors get earlier visibility of the data that matters, including expenditure.
Clients can also use the budget planner to stay on top of monthly outgoings, all from their mobile.
And behind the scenes, advisers get better quality information earlier.
Make it easier for the client, and the whole journey moves faster and smoother.
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