Feature Requests

Integration with https://www.slant.app/ to sync household information, tasks, notes, and account information.

Integrate with Wealthbox to sync client contact information, notes, and tasks

Would be nice to see some sort of widget or tracker or graph to see how net worth has done over time. Fun to see the journey with clients

Mobile app (iOS and Android) for clients to: view plans, upload documents link accounts Advisors can: view client and plan information manage/assign tasks