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Changelog 06/11/2020
Improved
Ben Krebs
on 06-11-2020
Improvements:
Updated TSB Mortgage Calculator
Updated Pinned Notes styling to be more consistent
Advisors now have the ability to move Policies, Investments, Loans, Notes, Activities and Emails to other profiles.
Advisers can now manually send a Disclosure statement if their client does not log into the system before engaging in advice
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