It would be really useful if when searching a client, the IFA attached to that client showed as part of the summary text, in case of multiple clients with the same name being for different IFA’s.
We have the same issue - which means we have to open the client records and check the service tag to see which adviser the client is assigned too. This is so frustrating and time consuming.
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Caroline Haracz
Nov 10, 2025
We have the same issue - which means we have to open the client records and check the service tag to see which adviser the client is assigned too. This is so frustrating and time consuming.