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Ticoon
Referral Advisor Gateway
The permissions-based Referral Advisor Gateway component lets those stakeholders who have been invited to be part of a client's virtual sales and support team have a read-only view of the information they need to service that client.
Because access is determined by a stakeholder's role and controlled by clients and/or their primary advisors, the Referral Advisor Gateway ensures that users are able only to view the data and use those tools they need to perform the tasks they're asked to.
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