Feature Requests

Ability for clients to link their accounts

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

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

Hide, reorder, and add custom objects (text boxes, metrics, images) to the overview page

Create a portal that clients can access to view their plan and update their information

Send onboarding form to gather initial client information.