Bob Lloyd

Don’t know if this was what did it or not, but I upgraded my OS and all worked this afternoon. It’s intuitive to use and works well on my iPad. Easy to get through the reports, apply the filters and move along. I agree that we aren’t likely to use Trends too much in the mobile environment. But it’s good progress and may be something I work into my…[Read more]

I’m having issues logging into the app. When I start the app, I get a blank screen with “Done” in the lower left and right/left arrows on the lower right. I’m assuming this is a configuration issue. I never provided my credentials.

We have several scanners that can take multiple page docs and OCR’d. That is automatically saved to one cloud drive for collection, where they are reviewed and tagged, and then moved to the client’s online storage (box.com). Box is then available in the client’s household record in Salesforce. Not sure how to “automate” this.

Thanks Ryan and Diane, this is exactly what I was looking for too. –Bob

We don’t currently use it, but I would like to. I agree the activity summary customization would be critical for us as well. We also would need to have a fee breakdown if we want to completely replace the PDF quarterly.

Are there any compliance concerns about using this as a report since it can not be stored?

Thanks
Bob

Blake–

That’s a big one. We try to have our report be thorough without being terribly long. We don’t include transaction details as the customer can get that from the portal and/or custodian if they are interested. Positions are also limited. We do utilize reporting at the Household level and have almost the exact same set of details for each…[Read more]

We opted to build our own workflow engine to help with different task creation and assignments. It’s a beast, but has proved helpful. I would like to have better integration with outside systems to move data elements, but that requires an API expert and we just don’t have that person on staff, yet. Some things we concentrate on when building:
1)…[Read more]

We have the same need. I’m very happy to see the invoice there too. For us the process at a high level is:
1. Present an invoice that is 50% of the total planning fee. Book the entire amount as a receivable.
2. Clear the 50% receivable when the check is handed over.
3. Present the plan and book the remaining 50% receivable.

So that Invoice is…[Read more]

So sorry. I meant to put this in “Ideas”. Rob, can you move it there?

I would love to see additional functionality for the “Systematics”. I’m a little unsure if “buy” would also mean “Contribute”. What would be wonderful would be to see systematics impact the goal reporting. Ideally everyone has a savings or spending plan. Put that into systematics and then recon that against client contribution or withdrawals. We…[Read more]