"What is your average client account size, and what percentage of your book falls below typical platform minimums?"
"We have a tiered structure for practices with mixed account sizes — smaller accounts get a lighter toolset that still adds value, and it scales up as accounts grow. You don't have to exclude any client tier."
"Minimum account sizes can work against your client relationships if they create haves and have-nots. The right platform serves the whole book, not just the top tier. What does your client distribution look like?"
| Down pmt | Amount | Monthly |
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