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Investment Planning Users Group (IPUG)

CopperLeaf’s exclusive Investment Planning Users Group (IPUG) provides a forum of support to customers at all levels of transition with asset investment planning. Whether you're a seasoned EPS user or just starting out—IPUG is there to strengthen the CopperLeaf customer community, provide networking and sharing opportunities, share our latest technology innovations, and solicit critical product development feedback.

The objectives of the user group are to: