Currently, there are just three roles: Member, Admin, Owner.
Admin roles have far too much power (almost on par with owner), whilst member has far too little.
We are looking to outsource work with paraplanners and admins externally but are unable to do so because the employee roles are far too restrictive or too powerful. Hence, this is holding us back and restricting our ability to scale the business.
More specifically, income reconciliation is a massive time sink for us and it cannot be expected that the firm owners have to do these themselves or risk giving away far too much power and access to someone else (particularly external hires). Hence, there needs to be a feasible solution here.
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 1 year ago

Ricky Chan
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 1 year ago

Ricky Chan
Get notified by email when there are changes.