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“For the last 10 years I have specialised in Estate Planning and always struggled to find the right system for my business. I need a tool with data collection that’s effective and easy to use for my clients, and my team. Lexica provides a highly automated client journey, from education, fact-finding, gathering of documents through to finding the perfect Estate Planning expert. Lexica is a system that’s become of great value to my firm.”
Michael PhillipsFinancial Advisor