Would it be possible to set bespoke alerts at plan and client level? For example, if a client plan valuation changes by more than x% in Y period, alert me, or valuation increases by more than £19k, alert me. A useful way of knowing what's happening in plans such as new ISA contributions landing, without having to constantly check on each platform. Fidelity for example, barely tells you anything without you having to login and check the client account individually, which is frankly tiresome. Perhaps this is a reporting feature, but it would be good to auto-run such a report and have the system alert if the 'result' is outside a defined parameter
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Accepting Feedback
Feature Request
Plans
About 4 years ago

Nick Smith
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Accepting Feedback
Feature Request
Plans
About 4 years ago

Nick Smith
Get notified by email when there are changes.