Kellie Hosch

@greg-skidmorebelpointe-com To prevent accounts from being pulled into Trends, they can be flagged as “demo” accounts. This is the only way to prevent them from being included altogether. You can mark them as unmanaged to keep them off all of the dashboards except for the Home dashboard. By unmanaging them, they will also be excluded from…[Read more]

@toddcaliberwealthmanagement-com and @mconroyargentwm-com – I’m glad to hear you like the direction Insight is moving in and thank you both for the suggestions. We’re always looking for ways to improve our apps and I’ll be passing these suggestions along for potential future development. Thanks again!