We have improved the RMAR report (Section K)

You are now able to see the details behind Section 3 - Number of ongoing services provided including both independent and restricted advice.

Previously we did not provide any details of the clients paying for, started or stopped paying for ongoing advice services.

If a detailed report is run there are now additional tab as follows:

• K Detailed - A12

• K Detailed - A13

• K Detailed - A14

Within these tabs you can view the following:

• First Name

• Last Name

• Entity Name

• Client Type

• Client UUID

• Total Records

Below is an Example:

We hope you like this update!

More soon, Lysa and the Plannr team