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Created by Nick Benedict
Created on Nov 27, 2023

RELATED IDEAS

Advisor Reporting Capability

Advisors should be able to see in near real-time their history and billings, including but not limited to the billings that they are going to be paid for in the coming Friday's payment schedule.

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  • Carissa Bhardwaj
    Nov 27, 2023

    Great thinking. This is in our development backlog in a release where advisor automation features are planned. This request will link to that for your tracking purposes.

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