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Under Consideration

Reporting | Projected Income Report - TBD

  • May 10, 2023
  • 2 replies
  • 28 views

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Goals

  • Allow Advisors to run reports on projected income

 

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

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  • Known Participant
  • May 10, 2023
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Planned ImprovementsUnder Consideration