Beth Winget

Upvoted Expenditure - Totals Upvoted Create a document template from an existing document Upvoted “Same as Client 1” option for joint fact finds Upvoted Canada Life valuation feed Upvoted Expenditure Totals Upvoted Income & Expenditure (Total Amounts)Created Abililty to export EDI statement from Plannr Created EDI Integration with Fidelity Created Expectation Export to PDF/CSV Upvoted Ability to export a commission statement Upvoted Document Preview Function Upvoted Adding team members to conversations automatically Upvoted circles reporting Upvoted Plan sorting feature Upvoted Expectations Upvoted Tolerance for auto-balancing expectation Upvoted Option to customise tolerances per provider Upvoted Update fields in automations Upvoted Email syncing Upvoted Primary email address logic Upvoted Automation enhancements Upvoted conditional trigger automations Upvoted Alphabetic or user defined sorting of automations when triggering manually Upvoted More (Moar!!) "if" options for situational custom fields Upvoted Use Plannr as a bulk emailer Upvoted Bulk Client Messages Upvoted Uploading documents to both client records Upvoted Clients - Bulk Document Upload Upvoted Notification Frequency/Schedule Upvoted Notifications to Adviser, Administrator and Employee