Feature Requests

Add the ability to run various scenarios in the Goals tab. This will make it much easier to show the impact of shifting money and changing cash flows

Ability for clients to link their accounts

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

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

When tabbing through fields make it possible to "keyboard select" an item from the single select fields. Example...when adding a new client, after entering the household name, tabbing to the state field currently requires "mousing" to select a state. A tap of the "C" key should populate with California, the first "C" state in the list. Tabbing from there to Tax-Filing Status, a tap of the "M" key should pull "Married Filing Jointly", etc.