Skip to main content
Released

Reporting | Cash Flow Reporting - Q1 '24

  • May 10, 2023
  • 2 replies
  • 45 views

Forum|alt.badge.img

Goals

  • Allow Advisors to run reports on cash flow

 

This feature is still in it’s early stages, and we are still conducting discovery on Use Cases and capabilities to build. Check back later for more information.

2 replies

Forum|alt.badge.img
  • Author
  • Known Participant
  • May 10, 2023
New IdeaBacklog

  • April 16, 2024
Planned ImprovementsReleased