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GBS, Inc. has developed a module to allow investment transactions and current values to be downloaded into AGENCY EXPERT. Instead of being forced to sign up with multiple Investment Tracking services the likes of DST or Pershing (to name only two), the GBS AGENCY EXPERT Investment Downloads Module allows a downloaded file (in an ASCII, Excel, .CSV or any other comma-delimited file format) to be imported into the database to update the various Investment Products held by your clients. This file can be received from ANY Broker Dealer or Carrier wishing to allow for your Investment Transactions to be updated electronically via file download.
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