B
Brittany Stover
Very easy and simple interface — it's easy and clear to add in information.  I like how clean the pages are and appreciate ability to add notes for every entry...that's a good way for advisory team to share thoughts or for client to provide additional color to advisors. I know it's early days but this is going to be great!
  1. I'm not sure if "other income sources" section is available yet, but I am not able to put information there yet as a client. I can only add in income from employment. 
  2. As I try to go back in as different/new clients to add more information to case files, it keeps logging me in as only the first client I created (I am can send invitation to new clients but when I click on "accept invitation" then I am logged in as first client Jane Doe).  However when I am logged in as the Advisor/Planner, I can add individual information for each client I've created. I think the various clients I am creating are all being grouped under Jane Doe, the initial client account and I can't figure out if that's a glitch or if I went sideways somewhere. 
  3. Can advisor not add in personal or dependent info for a client? It seems like those sections are "off limits" for an advisor and can only be edited by client?
  4. Will a feature be added later so that advisor or other spouse can enter information for the other spouse?
  5. Ability to list paycheck deductions? Contributions and matching for retirement accounts (currently can only list balance and owner)?
  6. For business assets, will there be more data fields for additional data (e.g., going back a few years for income/expenses/balance sheets/taxes/etc)?