Search
-
Required Fields
-
Add writing advisor to No Contact report filter
-
Prior day Albridge feed
-
User Privileges & Rights · Received
-
New Client Questionnaire upload to create new contact record
-
Integrate with Heliosplans.com
-
Run reports and segment clients by premium amount
-
Add a UDF or text box to Contact Card
-
Select & Send Clients from a Workflows to Search · Received
-
Confirm appointments using different color
-
Date of birth field, allow entry without slashes and have system automatically insert slashes. · Received
-
membership filter
-
Allow required fields on the contact record, if not completed can't save the contact
-
Broadcast Email Logistics · Reviewed
-
Custom Export Options · Received
-
slow
-
Altruist integration with account opening and importing daily account values
-
MFA - allow user to set default method for multi-facto authentication
-
Envestnet/Tamarac Integration
-
Remove Closed Accounts from Reporting Under Account Type · Received