Over the next few weeks we will roll out a major update to both our CRM and Portal. Detailed release notes can be downloaded here, but below is a quick summary of the highlights:

CRM Enhancements

• Task time tracking
• Insurance occupation entity
• Wedding date and automated anniversary emails
• Lending process flow improvements

Portal Enhancements

• Client (online) fact find enhancements
• Yodlee (Open Banking Integration) for Australia, New Zealand and USA
• Annual engagement obligation document templates