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Clients need to be able to update values of plans via portal

Feature RequestClient Portal

As above! Clients need to be able to update values of stuff they don't hold with us. Cash accounts, mortgage balances, premium bonds etc.

Posted by Tom Orchard ·
Status: Accepting Feedback1 comment

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Comments1

  • Curtis Berry

    •

    Aug 13, 2025

    Could this be an option when/after creating a plan - it could be “Allow client updates? Yes/No” this would avoid clients amending the wrong plans i.e. provider pensions