It would be helpful if under the "Know Your Client" tab we could have the ability to enter more information that is pertinent to financial planning. Some ideas I have are as follows:

Social Security: Could add fields for age when claimed or planning to claim, start date of benefits, current benefit amount, etc.

Estate Planning: do they have trust/ wills/ POAs in place, estate attorney/ POA contact information, Last beneficiary review date

E-signature: Yes or No field on whether client is comfortable using this or not.

I have other ideas too but these were some at the top of my mind when writing this. If features like this are not going to be added, it would be nice to at least customize the KYC tab so I could make it a little more personal / organized rather than using the UDF which I find to be cluttered / unorganized.