January 2024 - Custom Plan Evaluation Report

Welcome to your platform updates to start the year with January 2024.  In addition to updated design elements, back end changes, minor bugs and enhancements…

All Advisor Partners

- Update design of Solution cards in Solution Marketplace, including CALEB icon to identify Solutions that have Instant Quotes

For Advisor Partner Plus / Enterprise Only

- Created Customization for Combined All in One Reports whereby Plus customers can have an exclusive cover page, header, footer and white labelling.

- Additional Enterprise Controls added for groups