Feature Requests

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

Projection of retirement income

This will allow for more granular variable control and partial retirements.

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

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