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Wrappers & Underlying Plans Showing on Client Portal

Feature Request

Would it be possible to amend the layout on the client portal so that a wrapper and it’s underlying plans are grouped together as it is on the adviser site?

The current formatting is confusing clients.

Posted by Conner Brown ·
Status: Completed2 comments

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Comments2

  • Conner Brown

    •

    May 1, 2025

    Hi @Tracy Holdt,

    Yes, when impersonating the client, any plans within a wrap are showing completely separately.

  • Tracy Holdt

    Team•

    May 1, 2025

    Hi @Conner Brown are you referring to when you are looking at the list of plans?