portfolio summary
- Add the ability to sort Portfolio reports by type of account (e.g., Insurance v. Investments)
- Add Death Benefit and Cash Value instead of "Balance"
- Insert a page break as needed so that an account information doesn't get split between two pages.
- Allow for logo to be included on reports
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The suggestion may be planned, but there is no timeline on this feature being added.
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Leo O'Connor Jr commented
Allow us to call those fields what we want. I'd also love a simple Open Date instead of the other options you have now.