Settings and activity

1 result found

  1. 80 votes
    18 comments  ·  Protection  ·  Admin →
    How important is this to you?

    Hi all,

    We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

    Please speak to your CS rep or keep an eye out for more information.

    Thanks,

    The Product Team

    An error occurred while saving the comment
    Prajesh Shrestha commented  · 

    Need a section for Net Income which is the calculation of Net Income - Outgoings - commitments

    Prajesh Shrestha supported this idea  · 
    An error occurred while saving the comment
    Prajesh Shrestha commented  · 

    Need a section for Net Income which is the calculation of Net Income - Outgoings - commitments