Emily Loveridge

Created Voyant integration - deepen and make two-way Upvoted Notifications to Adviser, Administrator and Employee Upvoted Review Dates Upvoted Expenditure Totals Created Stats for Portal & Factfind client usage Upvoted Ability to trigger a workflow against a Plan Upvoted Reporting on Circles Upvoted Deletion of expectations when deleting a charge Upvoted Client Portal Circle visibility Upvoted Documents - Bulk Moving Created Circles V2 Upvoted Allowing clients to add/update plans without a FF Request Upvoted Record Terms of Business/Client Agreements signed dates Upvoted Clients need to be able to update values of plans via portal Created Adviser or Advisor Created MI data for client portal use Created Adding Protection and Insurance policies via the FactFind Created Adding Property & Liabilities Created Editing Fact Finds Upvoted Income Reconciliation - Alternative Policy Numbers Upvoted Ability to move custom fields