Product Enhancements

Document Expiry and due dates tile

Many reference documents have due dates upon which a renewal is required. It would be ideal to be able to enter these dates against the document and a have a tile displaying documents that are due for renewal in the next 30 days. So that the adviser can manage appropriately. Examples of documents that may have a renewal / expiry date are:

  • Accountants Certificates / wholesale investor certificates (every 2 years)
  • Identification ie Drivers License
  • Binding Death nomination (Every 3 years)
  • Third party Authorities

Etc.

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