Your client just updated her financial profile. It took her just minutes to complete, since you pre-filled it with data from your CRM and financial planning applications. Wouldn’t it be nice to be able to see exactly what changed in your client’s data? Now you can!
With our latest enhancement, Highlighted Recently Updated Fields, you can zoom in on exactly what the client changed, from one submission to the next. Now, you won’t miss a beat! Avoid embarrassing situations – even costly ones – by making sure that you are on top of every single change that is made to your client’s financial profile.
It’s not only a more efficient way of gathering data, it’s a smarter way!