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The new, up-to-date ACA (Alliance of Cambridge Advisors) 'Pyramid' spreadsheet, complete with all the features and tools specified by the ACA Core Tools committee and presented at the 2009 ACA Conference.  This spreadsheet was created in collaboration with Partnership Financial LLC, one of the founding members of ACA.
pie chart segment colors
client name personalizaton
investment portfolio detail adjustment
company name or company logo
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default allocation percentages