Feature Requests

Ability for clients to link their accounts

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

Send onboarding form to gather initial client information.

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

Extract information from documents uploaded to the vault and bring extracted data into the planning system

Create a document vault that clients and advisors can upload documents to

Add holdings and portfolio information to investment accounts and look up live pricing, dividend yield, expense ratio, sector/geography etc.