Jina Horton

Great post.

Currently we have the ability to assign a recurring adjustment at a household level or at an account level.
Several of our clients use this feature to add financial planning fees.
However, we understand that this feature still has it’s limitations.
Therefore we currently have specs to enhance this feature.
The enhancements include:…[Read more]

A nice feature to have in Social would be the ability to do surveys with radio buttons/check boxes.

There are “help articles” available, but they are not easy to find. You can either search for them with the magnifying glass or search under resources. The problem with that is you have to get the right key word to search by right. Can we have the “help articles” automatically load in the resources section just like the “pdf’s” and “videos” do?

I would really like to use this to determine Market-Product fit for our advisors.
It would be great if our clients could comment on specific parts of the development.

For instance, if my vision has part A, B, C, D, it would be great if the individual could comment on each part of the vision so we can get a better grasp as to what is actually…[Read more]

Thanks for sharing @ryanabacuswealth-com, I appreciate your feedback! We do have the option to create fee files for multiple instances from the bill instance screen given that the bill status is set to “Fee Files Needed.” If you generated a forecast bill for all households and then your live bills by custodian, rep, or even by a list of…[Read more]