Tag: household
Idea that’s for Filiphant Household.
- 0Automatic Account Synchronization FunctionalityAccount synchronization with external sites, such as banking, investment, retirement, etc. are done by the Filiphant software user by manually entering their accounts' information. This enhancement ... Read more...
- 0Life insurance featureFiliphant software currently includes information about existing life insurance and suggested life insurance on the net worth sheet. However, life insurance is an important feature of holistic finan... Read more...
- 0Estate planning featureEstate planning is an important feature of holistic financial planning and will be integrated into Filiphant software. Estate planning will include checklist items, such as wills, directives, power ... Read more...
- 0Provide live assistanceTo assist new users with getting up-to-speed quickly, providing the ability for users to purchase live assistance would help tremendously.
- 0Increase to 15 income sourcesThe current release of Filiphant™ software allows for up to 10 income sources to be defined. This enhancement is to increase to 15 maximum income sources for both Filiphant™ Household an... Read more...
- 0Subscription billingProvide subscription billing for products to allow a lower cost of entry.
- 1Apple Mac OS X versionsProvide Apple Mac OS X versions of both Filiphant® Household and Filiphant® Advisor. Development Update June 6, 2021: Unfortunately, development of this idea is suspended for Microsoft Exce... Read more...
