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Record Manual Entry Feature
Anything recorded manually for phone calls, emails, meeting etc should show up on the activities log.
Allow clients to schedule meetings from the client app
Give an option to schedule a meeting directly from the client app. Allow the advisor to select a default meeting type for clients and default participants. Allow the advisor to override the meeting type for specific clients. Allow the client to schedule the meeting, creating the invitation and link, and showing the link on screen for the client to click to view and schedule. Prevent the invitation email from being sent at the same time?
Track Companies for CRM
Create Companies (name, avatar image). Link contacts to one or more companies. Filter Contact List by Company View Company Page (See info, list of contacts/leads in company)
Record In-Person Meetings for Transcription
Add a feature to record an in-person meeting. For In-Person Meetings, create a record button to save the audio of the meeting. Transcribe the meeting Save the meeting transcription. Send a text message or e-mail to the participants with a link to the meeting for recording purposes on a mobile device. "Your meeting is about to start. Click here to open up the meeting page to save notes or record the audio of the meeting."
Assign Mandates and Portfolio Allocations
Assign mandates and portfolio models to accounts in the proposal stage Allow managing mandates and portfolio models in a PM view
Generate IPS & DMA, Client Onboarding
Generate IPS & DMA based on specified accounts and mandates, and incorporate into an e-signing flow
Account Opening & Account Transfers, Onboarding
For investment management services, allow adding account opening and account transfer requests to proposal. Fulfill account opening requirements through the onboarding workflow
Simple Goals and Investment Mandates
Provide 2 scenario options for determining risk ability of clients in discovery - simple goals, and general investment mandate questions
PM Teams And Portfolio Series
Organizations can add PM teams, users as PM roles, and publish portfolio series under those teams.
Task Enhancements
Ability to tag tasks Ability to link to tasks /tasks/:taskId Add Priorities (No Priority, Low, Medium, High, Urgent) Add Statuses (To Do, In Progress, Done, Cancelled, Triage, Blocked) Filtering and UI improvements on front end By Tag(s) By Due Date Range By Task Type By Assignee By Status
Auto Follow-up for Requested Meetings
When meetings are requested but not scheduled, the system should auto-send follow up messages until the meeting is scheduled.