Payment Arrangements, Withdrawals and the ability to edit more Client information has been added to finPOWER Connect Cloud.

This is the first step towards being able to edit all of the main record types in finPOWER Connect Cloud.

Our online demo lets you check out the latest build of finPOWER Connect Cloud.

This is regularly updated to show new features and may not match screenshots shown in this article.

Overview

finPOWER Connect Cloud has recently been enhanced with the ability to edit Client record pages.

Other enhancements include:

  • Adding and editing Client Employment information
  • Add an Account Payment Arrangement
  • Account Payments
  • Account Withdrawals & Refunds
  • Updating Transaction notes and flags

In fact, the list of actions available to Accounts in particular has grown hugely: