Circle plans return whole value to individual record - would like to see individual ownership % returned as a valuation on the individual contact record

Where a joint plan is created in a circle, and a plan ownership split is created, when you view this plan in the individual’s record it shows the plan’s whole value. What we would also like to see is the client’s valuation for their percentage ownership, so if a property is worth £100k but the client owns 30% we would want to see the property value of £100k but some indication in the plan tile that this client only owns £30k of it. Also the option to toggle the client valuation to only return the client’s % owned valuation, not the entire asset’s value. This is applicable for things like SSASs where the individual’s ownership £ is important when valuing their holdings.

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Status

Completed

Board
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Feature Request

Tags

Plans

Date

12 months ago

Author

Charlie Hughes

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