Summer is almost here! Grab your sunscreen because these features are lettin’ off some heat!!
Want to add someone to the ‘Feature Release Group’ email distribution list so they can receive these emails and invitations to our upcoming monthly presentations? Simply submit a ticket on Service Now.
Driven by SOW but applicable to all users, we are adding a new “Financial Priorities” report into our library of reports which recaps the financial priorities of the client(s) as documented within Facts. This allows users to include a discussion of these important priorities with their clients alongside the rest of their presentation, deepening the narrative. Read more…
Questions? Sachin Bindal, Josh Belfiore | Releasing May 23rd
Check out the full inventory here à Read more…
Questions? Pam Still | Released May 23rd à June 13th
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