Client Portal Dashboards | Feature Requests

Client Portal Dashboards

planned

Ben Stein

Metrics and graphs of client financials in the Client Portal.

The purpose of this feature is to give the clients easier access to their financials and give them one more reason to go in and answer your questions :)

January 17, 2022

Kelsy Schmidt

Curious the latest update on this one? Happy to test it out a bit sometime on behalf of my Keeper client. I'm building out her financial reporting in keeper as a one-stop-shop and this would make it more useful for sure. thanks!!! Ben Stein

Ben Stein

marked this post as

planned

Terri Simpson

Ben Stein: do you have an update or sneak peek on this one? I am looking at adding a new software and will wait if a client dashboard with linked financial data / graphs are imminent