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Review Past Notes
User will be able to review the past meeting notes by topics
Add Meeting Note
New meetings will be added automatically by Outlook API, but users will have an option to manually create meetings.
Detect Missing Topics and Add to the Meeting Agenda
Users will be able to see which topics are missing with the client and be able to add the topics as a tag to the upcoming meetings.
Review Family Tree
Not a small amount of clients have a very complex family tree, and it’s important for Financial Advisors to keep themselves updated and recall to give proper financial advice.