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4 results found

  1. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Thora Kehoe Adviser commented  · 

    Ability to send emails to multiple clients

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    Thora Kehoe Adviser commented  · 

    Ability to filter client list and send a bulk email to selected clients

  2. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Thora Kehoe Adviser commented  · 

    Ability to add more than 2 people to a case, at least up to 4

  3. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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    Thora Kehoe Adviser commented  · 

    Ability for SuperUser to hide sections or "Products" like Pensions, Investments across platform

    We have been using smartr for year now and give clear precise instructions to all clients to only complete the fatfind and to ignore the Pensions and Investment Sections as we are not Pension and Investment advisers and clients keep completing these sections creating Pension and Investment cases or contact us to say that the system is asking for too much information that isnt relevant to their initial enquiry. We need to be able to grey out these areas or have a option box to just complete sections that are relevant at each stage of the process.

    Thora Kehoe Adviser shared 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

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    Thora Kehoe Adviser commented  · 

    Fact Find - Budget Planner