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Feature Requests
23
Category
New Features
Voters
N
Nate Owen
O
Omen Quelvog
C
Cordi Powell, CFP®, EA
Michelle Gordon, AIF
B
Brett Wysopal, CFP, EA, ECA
J
JASON BOHLING
D
Dace DeKruif, CFP®
Taylor Stewart
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8
Slant CRM integration
Taylor Stewart
Integration with
https://www.slant.app/
to sync household information, tasks, notes, and account information.
December 17, 2025
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