Beth Igglesden

Upvoted Adding a task at a firm level (not linked to a client)Upvoted New business events - company and trust advice showing as personal Created Corporate fact finds Upvoted Filter cases by tag & assigned adviser Upvoted Filter by Adviser on Clients & Plans Upvoted New Client - Notifications Created Zurich valuation feeds Created Sterling Assurance and Sterling Investments valuation feeds Upvoted Aviva Life & Pensions and Zurich Sterling valuation feeds Upvoted Scottish Widows Non-Platform Valuation Created Octopus Investments valuation feed Upvoted James Hay Valuation Feeds Created Hawksmoor valuation feed Created Charles Stanley valuation feed Created Canada Life valuation feed Upvoted Veriphy Integration for AML Checks Created Brewin Dolphin Valuation Upvoted True Potential Valuations Addon Upvoted Elevate Valuation Feeds Upvoted Duplicate Document Templates Upvoted Document Template Variations Upvoted Bulk Client Messages Upvoted Signature Requests - Uploadable PDFs Created Choose destination of document Upvoted Document Builder Folder - rename and also change output to existing document Upvoted Repeat Tasks Upvoted Ability to assign a task to a circle Upvoted Documents - Bulk Moving Created Joint tasks Created Uploading documents to both client records