New Enhancements Now Live!
1. Refreshed Contact Summary Page
We've redesigned the Contact Summary Page to provide you with a clearer and more comprehensive snapshot of a client's position as soon as you open a record.
The new layout brings together key information in a single, configurable view, helping advisers quickly understand a client's financial position, upcoming obligations and recent activity without needing to navigate between multiple screens.
Why we made this change
This enhancement was driven by consistent user feedback requesting:
Fewer clicks to access key client information
Better visibility of important client details
A faster way to understand a client's situation when they call or attend a meeting
Previous View
New View
2. Entity Relationship Management
We've also updated the way entities such as SMSFs, Companies and Trusts are created and linked to clients.
A new visual relationship flow makes it easier to create and manage connections between entities and individuals, including relationship types such as:
Directors
Beneficiaries
Members
Trustees
Find this article in the knowledge base under Whats New