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Using the Settlyd Client Portal

The old way of gathering, organizing and analyzing client financial data is inefficient and prone to error.

We don't have to practice like this anymore!  

Use Settlyd's Client Portal to engage a Client's participation in the process of collecting all of the initial financial data.

Once the initial financial data has been collected, Settlyd provides numerous options for determining asset division, support options, disposable income and much more.

We hope you find these Tips helpful,

Be well and please stay safe.