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24
Estimated
November 2025
Category
New Features
Voters
J
Jason
R
Rich Eddy
Taylor Stewart
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3
Document Vault
complete
Taylor Stewart
Create a document vault that clients and advisors can upload documents to
October 9, 2025
Taylor Stewart
marked this post as
complete
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December 11, 2025
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Taylor Stewart
marked this post as
in progress
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October 16, 2025
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Taylor Stewart
marked this post as
planned
·
October 9, 2025
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