Andrew Moore

Created Photos of Clients Upvoted New Business Events Upvoted Marking Contact Details as Primary Upvoted Add an 'Under Advice' filter to Plans Upvoted Income Reconciliation - Alternative Policy Numbers Upvoted Circles V2 Upvoted Additional New Business Statuses Created New Business Events Upvoted Conversations - filter by adviser, client, sort by date, & search Upvoted Zoopla Valuation Feed for Properties.Upvoted PensionLabs Integration (LOAs)Upvoted Client Portal Circle visibility Upvoted Review Logs Upvoted Filter by Adviser on Clients & Plans Upvoted Business metrics dashboard Upvoted Wrappers & Underlying Plans Showing on Client Portal Upvoted Sort Plans by Value Created Introduced Field Upvoted Mobile app Upvoted Avatars for Advisers in Portal Created Avatars for Advisers in Portal Upvoted Ability to amend email domain of client facing comms Created Referer as a relationship type.Upvoted Tags against a circle Upvoted Charging a circle Upvoted Circles Tasks Upvoted MI data for client portal use Upvoted Add the login view to the Circle dashboard Upvoted Adviser or Advisor Upvoted Adding a 'from' and 'to' date on valuation graph and plan metrics (adviser and client portals)