Will the ability to have set expense types for clients / advisors to use for ffs be implemented ? Most clients need the prompts to think what they spend on. Until open banking this will be very much required and even then many clients may not want to use open banking, but a benefit could be the set areas would give a validation to the expenditures to match to.
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Rejected
Feature Request
Fact Find
Over 3 years ago

James Newton
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Rejected
Feature Request
Fact Find
Over 3 years ago

James Newton
Get notified by email when there are changes.