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4 results found

  1. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Robert Sherlock supported this idea  · 

  2. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Robert Sherlock supported this idea  · 

  3. Two way email integration

    142 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Robert Sherlock supported this idea  · 

  4. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  Admin →
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    started  ·  AdminBrooke Lowry (Admin, smartr365) responded

    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

    Robert Sherlock supported this idea  · 
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    Robert Sherlock commented  · 

    Can we get a more detailed budget planner