The following myKillik features and enhancements were released today:
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Comments on documents
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Fund research changes
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Added in improvements to total wealth and accounts break down
Comments on documents:
Clients can now view any comments their advisors have left them on their documents within the myKillik app. Click into Documents to view all of your documents. If a document has a comment attached you will see a speech bubble by the date of the document.
To view the message, simply click on the document and a modal will pop up at the bottom of your screen displaying the note.
We have also implemented changes to the Research page for Funds. we have updated our categories for Funds and implemented new icons for funds, making them quick and easy to identify.
Finally, we have added in improvements to total wealth and accounts break down that are attached to more than one account, making it easier to navigate and view multi-person accounts
Disclaimer: please note that Research may not be available on myKillik for all clients. If you are unable to view research within your myKillik account, it is likely restricted due to regulatory provisions.