Small changes including: [list] [li]Followup date on outstanding requirements made editable[/li] [li]Include section to capture country of birth[/li] [li]Create employer outstanding requirement email template for quotes pending[/li] [li]Switch advisor initial fee to money market option[/li] [li]Ability to specify an exact Unit withdrawal[/li] [/list] Create list of Document Types for upload The created list of document...

Small changes including: [list] [li]Reinvestment or pay-out option of distributions to be set at an individual account level[/li] [li]Implement Standard bank statement import format[/li] [li]Move Revenue Services Company to country[/li] [li]Terms and conditions on quotes[/li] [li]Ability to delete an investment account[/li] [/list] Expand Model Portfolio View to Cards Expand the Model Portfolio View to...