Product Enhancements

360 View - To show information (Advice, Open Processes and Tasks, Third Party Authorities) for Entities too

Currently the product page does not bring through information on the Client Entities for the Advice, Third Party and Open Processes  Widget's.

90% of our business is SMSF's rather than the underlying individuals. The 360 View is a great page to show the overview for the Client Group, however useless without this detail for the entities.




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