The dashboard currently shows the AUM, measured by the total value of everything on the system. That's not really very useful.
Can you include a toggle or something, so that it only shows the values of policies which are serviced by us?
A total AUM of my own business is genuinely useful. Knowing the total value of all my clients' properties, for example, is not!
Please authenticate to join the conversation.
Completed
Feature Request
Dashboard
Over 1 year ago

Paul Grant
Get notified by email when there are changes.
Completed
Feature Request
Dashboard
Over 1 year ago

Paul Grant
Get notified by email when there are changes.