Comprehensive solution for financial advisors' event needs including registration, event marketing, mobile apps, and ROI tracking. Features compliance management tools and CRM integration specific to wealth management firms.
Tools for planning, promoting, and managing client seminars, educational workshops, and other events with registration management and follow-up automation.
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Event Scheduling Ability to create, edit, and manage event dates, times, and recurring events. |
Aventri offers comprehensive event management including creating, editing, and managing events, with support for recurring dates per their platform documentation. | |
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Multi-format Event Support Support for in-person, virtual, and hybrid events. |
Aventri supports in-person, virtual, and hybrid events, as highlighted in their marketing materials. | |
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Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks. |
Agenda and session management with concurrent tracks is a standard part of Aventri’s core event management offerings. | |
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Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers. |
Speaker management, including invitations and scheduling, is available as part of the Aventri platform. | |
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Event Capacity Maximum number of attendees an event can support within the system. |
No information available | |
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Check-in/Check-out Functionality Attendee registration, on-site check-in, and attendance tracking tools. |
On-site check-in, digital badges, and attendance tracking are included in Aventri's feature set. | |
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Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available. |
Waitlist management is supported according to product specifications and user guides. | |
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Event Duplication/Template Clone or template past events to simplify future planning. |
Event cloning and templating features are highlighted in Aventri's planning tools. | |
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Venue Management Manage venue details, room assignments, and logistics. |
Venue management, including room assignments and logistics, is part of core event management. | |
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Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable. |
Event cancellation, notification, and refund management are available features. |
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Email Campaign Integration Create, schedule, and send custom email invitations and reminders. |
Aventri enables email campaign creation and integration for event marketing. | |
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Personalized Event Invites Send personalized invitations based on attendee segmentation. |
Personalized invites and attendee segmentation are supported according to marketing features. | |
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Landing Page Builder Customizable event registration or information web pages. |
Aventri offers a customizable landing page builder for event information and registration. | |
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Branded Materials Support Enable custom branding for invites, sites, and event collateral. |
Custom branding for collateral, invites, and sites is supported. | |
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Social Media Integration Promote events across social networks and track engagement. |
Social media integration is available for event promotion and engagement tracking. | |
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Referral & Incentive Tracking Measure registrations or leads generated via partner or referral links. |
Referral and incentive tracking is mentioned as part of Aventri’s analytics and marketing integrations. | |
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A/B Testing Test alternative email content or landing pages to optimize marketing results. |
No information available | |
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Lead Source Attribution Track where leads come from (e.g., social, email, direct). |
Lead source attribution is built into Aventri analytics modules. | |
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Marketing Automation Integration Integrate with tools like HubSpot, Salesforce, or Marketo for workflows. |
Marketing automation integration (e.g., HubSpot, Salesforce) is explicitly supported. | |
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Event Promotion Analytics Analytics on campaign effectiveness and registration conversions. |
Campaign and registration analytics are core features promoted by Aventri. |
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Custom Registration Forms Design bespoke forms for capturing attendee information. |
Custom registration forms are available for attendee information collection. | |
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Group Registration Allow multiple attendees to register in one transaction. |
Group registration (multiple attendees at once) is enabled in the platform. | |
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Automated Confirmation Emails Send instant confirmation upon registration. |
Automated confirmation emails on registration are provided. | |
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Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc). |
Support for ticket tiers (VIP, Early Bird) and ticket packaging is repeatedly mentioned. | |
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Discount Codes & Promotions Offer promotional codes for specific audiences. |
Aventri supports promotional/discount code generation for targeted audiences. | |
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Secure Payment Processing PCI-compliant payment gateways for ticket sales. |
PCI-compliant secure payment processing is included. | |
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Invoice Management Send, track, and manage invoices for payments. |
Invoice management is supported as part of payment and registration modules. | |
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Mobile Ticket Delivery Tickets or QR codes sent via mobile devices. |
Mobile ticket delivery and QR code distribution are included in Aventri’s mobile experience. | |
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Late/On-site Registration Support Register new attendees during the event. |
Support for late and on-site registration is highlighted for flexible attendee entry. | |
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Registration Capacity Maximum number of registrations system can handle per event. |
No information available |
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CRM Synchronization Automatically sync event data with existing CRM systems. |
Aventri offers native CRM integrations and synchronization with major CRM systems. | |
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Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc). |
Client/attendee segmentation by CRM data (AUM, tier) is a promoted use case for Aventri. | |
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Event Attendance to CRM Push attendee engagement and participation data back to CRM records. |
Event attendance data is pushed back to CRM for engagement tracking. | |
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Custom Field Mapping Map custom data fields between event platform and CRM. |
Custom field mapping between Aventri and CRM is supported for tailored data flows. | |
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Lead Scoring Assign lead scores based on event interactions. |
No information available | |
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Relationship Tracking Monitor how events impact client/prospect status. |
No information available | |
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Wealth Data Enrichment Integrate with data feeds for AUM, net worth, etc. |
Integration with wealth data platforms is mentioned, allowing AUM and net worth enrichment. | |
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Automated Workflow Triggers Trigger CRM workflows based on event activity. |
No information available | |
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Duplicate Contact Handling Detect and manage duplicate contacts between systems. |
Duplicate contact handling and deduplication is referenced in integration documentation. | |
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Contact Volume Supported Maximum number of CRM contacts platform can support. |
No information available |
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FINRA/SEC Compliance Tools Built-in features or integrations to support U.S. financial regulations. |
Aventri provides settings and integrations to address FINRA and SEC compliance needs. | |
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GDPR/CCPA Compliance Support for European and Californian privacy regulations. |
GDPR and CCPA compliance is actively promoted for financial events. | |
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Data Encryption User data stored and transmitted in encrypted form. |
Aventri states that all user data is stored and transmitted in encrypted form. | |
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Custom Consent Collection Capture explicit consent for data use and marketing. |
Custom consent collection forms are part of registration workflows. | |
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Role-based Access Controls Restrict data access by user role and event team. |
Role-based access and permission management is available to restrict data access. | |
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Audit Logging Complete logs of system access and data changes. |
Audit logs of changes and access are maintained for compliance monitoring. | |
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Secure File Sharing Enable sharing of event materials with secure download and expiration. |
Aventri allows secure file distribution to attendees with expiration controls. | |
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Document Retention Policies Manage retention/deletion in accordance with compliance needs. |
Configurable document retention/deletion is available for compliance management. | |
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Data Breach Notification Automated tools for breach detection and end-user notification. |
Aventri’s security site and documentation reference automated breach notification tools. | |
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Two-Factor Authentication Enforce 2FA for user/admin logins. |
Two-factor authentication (2FA) is available for admin and user logins. |
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Attendance Reports View lists and summaries of attendee check-ins and drop-offs. |
Attendance summary and reporting is available within both app and web interface. | |
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Engagement Metrics Track session attendance, poll responses, and Q&A participation. |
Aventri tracks attendee engagement, session participation, and interactive features. | |
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Conversion Tracking Monitor attendees who converted into leads or clients. |
Conversion tracking is part of Aventri’s analytics and CRM integration modules. | |
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Custom Report Builder Design and export custom reports from various event data points. |
Aventri allows custom report design and export. | |
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Post-event Survey Tools Gather structured attendee feedback post-event. |
Post-event surveys and feedback collection are natively supported. | |
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ROI Dashboard Visualize return on investment by event or campaign. |
ROI dashboard for event spend and KPIs is highlighted in Aventri analytics. | |
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Automated Scheduled Reports Send reports at set intervals to stakeholders. |
Automated scheduled report dispatch is supported to stakeholders. | |
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Data Exporting Export raw data in various formats (CSV, Excel, PDF). |
Data export to CSV, PDF, and Excel is available. | |
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Lead Generation Analytics Report on leads generated per event and conversion funnel. |
Lead generation and conversion analytics are built into event reporting. | |
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Reporting API Calls per Minute Rate of supported external reporting API calls. |
No information available |
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Integrated Webinar/Streaming Native video features or integration with top webinar providers. |
Native webinar (Aventri Live) and integrations with Zoom and similar providers are available. | |
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Breakout Room Support Organize smaller groups for workshops or roundtables. |
Breakout room/workshop support is referenced for both in-person and virtual events. | |
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Live Polling Real-time polls during sessions for audience interaction. |
Live polling modules are included for attendee engagement. | |
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Q&A Module Audiences can ask questions during virtual sessions. |
Q&A functionality in sessions and webinars is a standard platform feature. | |
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Networking Matchmaking Automated introductions or meeting slots for attendees with shared interests. |
Networking matchmaking (AI-powered) is featured in Aventri’s marketing and case studies. | |
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Chat Functionality Text chat for attendees and organizers. |
Chat functionality is supported across app and virtual events. | |
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Virtual Booths/Exhibitor Areas Sponsor or exhibitor spaces for demos and resources. |
Virtual booths and sponsor spaces are provided in Aventri for online/hybrid events. | |
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On-demand Session Access Replay recorded sessions post-event. |
Recorded sessions can be replayed by attendees after the event. | |
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Audience Size for Virtual Events Maximum concurrent virtual attendees supported. |
No information available | |
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Translation/Captioning Support Live translation or closed captioning for accessibility. |
Closed captioning and translation is available via integrations for accessibility. |
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Mobile App Support Offer branded or white-label mobile applications. |
Aventri provides dedicated and white-label mobile app support. | |
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Mobile Registration Attendees can register via phones or tablets. |
Mobile registration via responsive site and app is standard. | |
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Push Notifications Send alerts, reminders, and updates directly to attendees’ devices. |
Push notifications to mobile users are supported. | |
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In-app Networking Private or group chat, scheduling, and virtual business card exchange. |
In-app networking capabilities are included in the mobile platform. | |
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Event Agenda Access View live schedules, session details, and changes via app. |
Event agendas and updates are accessible via mobile. | |
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Mobile Surveys & Polls Collect immediate feedback through mobile interfaces. |
Mobile surveys and polling are present in the app. | |
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QR Code Check-in Scan codes for event entry using mobile devices. |
Mobile check-in using QR codes is widely promoted on Aventri’s website. | |
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Session Bookmarking Mark and save sessions of interest for a personalized experience. |
Session bookmarking and agenda planning are supported in the mobile app. | |
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Mobile Payment Support Mobile-friendly payment and ticketing process. |
Mobile-optimized payment is supported for registration and ticket purchases. | |
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App Download Size The typical size of the mobile app needed for attendee use. |
No information available |
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API Availability Open API for custom integrations with other systems. |
Aventri offers a public/open API for custom system integrations. | |
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Zapier/Workflow Tools Support for low/no-code automation platforms. |
Integration with Zapier and workflow automation tools is highlighted. | |
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Calendar Integration Sync events with Google, Outlook, or Apple calendars. |
Calendar integration (Google, Outlook, Apple) for syncing event details. | |
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Marketing Platform Integrations Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo). |
Integrations with Salesforce, Marketo, Mailchimp and other marketing platforms are available. | |
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Single Sign-On (SSO) Integrate with SAML, OAuth or enterprise SSO solutions. |
Single sign-on support is mentioned in Aventri’s enterprise features. | |
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Custom Webhooks Enable real-time notifications to external systems upon set triggers. |
Custom webhook functionality is available for automating real-time notifications. | |
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Attendee Data API Requests per Hour Volume of external API calls permitted for attendee data. |
No information available | |
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Custom Branding/White Labeling API APIs available to automate or extend branding controls. |
Custom branding via API is described for advanced integration needs. | |
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Export/Import Data Pipeline Facilitate importing or exporting bulk data to other platforms. |
Bulk data import/export for integration with external systems is supported. | |
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Integration Maintenance Frequency Describes how often integrations are updated for security/compatibility. |
No information available |
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24/7 Technical Support Round-the-clock customer and technical support. |
Aventri advertises 24/7 technical support for customers. | |
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Dedicated Account Manager Assigned person for onboarding and account issues. |
Dedicated account managers assigned for onboarding are standard for enterprise clients. | |
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Online Knowledge Base Comprehensive library of documentation, guides, and FAQs. |
An online knowledge base is available for both users and admins. | |
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Onboarding Webinars Live or recorded product walk-throughs for new users. |
Onboarding webinars (live and recorded) are part of Aventri’s customer training. | |
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In-product Guided Tutorials Step-by-step onboarding tutorials within the product. |
Step-by-step onboarding product tutorials are built into the Aventri platform. | |
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Multi-language Support Support staff and materials available in multiple languages. |
Multi-language online help is available for global clients. | |
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Average Support Response Time Typical wait time for first response from support. |
No information available | |
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Issue Resolution SLA Service level agreement: guaranteed maximum time to resolve critical issues. |
No information available | |
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User Community Forum Active forums for peer-to-peer support and knowledge sharing. |
Community forums exist for user-to-user help and best practices. | |
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Feedback Mechanism Platform for submitting feature requests or product feedback. |
Feature feedback mechanisms are available within the platform interface. |
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Transparent Pricing Clear, upfront information on feature-based or usage-based pricing. |
Transparent, published tiered pricing is available on Aventri’s site. | |
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Free Trial Availability Option to test the product before committing. |
Free trial availability and demo request are offered online. | |
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Volume-based Discounts Pricing discounts available for large organizations or event volumes. |
Volume-based discounting is referenced in enterprise pricing details. | |
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Multi-user Licensing Ability to assign multiple roles/seats per account. |
Multi-user licensing and permissions are supported for teams and organizations. | |
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Concurrent Event Capacity Total number of events that can be simultaneously managed. |
No information available | |
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System Uptime Guarantee SLA guarantee of minimum system reliability and uptime. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
Accessibility compliance (WCAG/ADA) is addressed in Aventri's accessibility documentation. | |
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Data Center Locations Geographies where user data is stored (can impact privacy compliance). |
No information available | |
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Cross-device Support Native support for desktops, tablets, and smartphones. |
Aventri is cross-device compatible: desktop, tablet, mobile. | |
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No Vendor Lock-in Easy export of all client/event data for migration. |
Platform allows easy export of client/event data, no vendor lock-in required. |
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