Instead of repeated annually only, would be great to repeat automations weekly or monthly, for example sending a client an automated weekly holdings report.
Automations: trigger frequency enhancements
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Upvoters
Status
Accepting Feedback
Board
💡
Feature Request
Tags
Automations
Date
Almost 3 years ago
Author
abi_hortin
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Upvoters
Status
Accepting Feedback
Board
💡
Feature Request
Tags
Automations
Date
Almost 3 years ago
Author
abi_hortin
Subscribe to request
Get notified by email when there are changes.