When you transfer assets into a plan they might not necessarily land in one lump. Often they can be a mix of Re-registered assets and cash transfers across a number of dates.
Could something be done to be able to record this?
Would also be better if transfers between two plans on plannr was handled with a little bit more sophistication.
All this data also needs to mirror up with possible future provider - premium + transaction feeds
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Feature Request
6 months ago

James Gillespie
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Accepting Feedback
Feature Request
6 months ago

James Gillespie
Get notified by email when there are changes.