You may want to have a look around IRIS Elements – Proposal Manager and AML would be of particular interest. We know you have a lot of client data within your current system, so we’re working on a way to migrate all that info over to IRIS Elements that may suit your needs.

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This means that for now, we suggest sticking with your current setup. We’re working on a quick and easy way for you to transfer your client data to the new system.