It would be great if we could download bulk client data to interrogate in systems like Power Automate so we can get MI insights beyond FCA reporting requirements.
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Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

Andrew Neligan
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 3 years ago

Andrew Neligan
Get notified by email when there are changes.