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68 results found

  1. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Andrew Sheen supported this idea  · 

  2. Compliance Module

    28 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    Andrew Sheen supported this idea  · 

  3. Remove need to add an email address for second client

    29 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Admin →
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    Andrew Sheen supported this idea  · 

  4. New Leads From QR Codes need to have a notification

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Admin →
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    Andrew Sheen supported this idea  · 

  5. Integrate within firms own MS Teams

    26 votes

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    under review  ·  1 comment  ·  General  ·  Admin →
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    Andrew Sheen supported this idea  · 

  6. Compliance functionality - Broker Risk Rating/Gating

    20 votes

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    under review  ·  2 comments  ·  General  ·  Admin →
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    Andrew Sheen supported this idea  · 

  7. Email Notification when documents uploaded from Client side

    31 votes

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    under review  ·  2 comments  ·  Emails  ·  Admin →
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    Andrew Sheen supported this idea  · 

  8. Limited company Improvements

    18 votes

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    started  ·  2 comments  ·  General  ·  Admin →
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    Andrew Sheen supported this idea  · 
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