January 2010
1 post
5 tags
Product Update 23 Jan 2010
Happy New Year all! Our first release of the new decade comes with a handful of nice features: MessagingA number of messaging features have been added in order to facilitate greater communication between advisers and their clients, or between trusted users. Main features include: Messages can be sent between an adviser and their client, and/or trusted users. This can be...
Jan 21st