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Nate Watson, Senior Vice President and Trust Officer Merchants and Planters Trust

“Our experience since going live with PerformanceIQ has been a very positive one. Internally, our annual review of portfolio managers and annual review of accounts takes a portion of the time it used to at our trust committee meetings. Externally, we have a slick report to present when reviewing performance with our clients.” 

—Nate Watson, Senior Vice President and Trust Officer

Merchants and Planters Trust

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