Log in above or sign up
Back to overview Forget password
Back to overview
5 scores that appear on the work talents toggle for the named user that show how the individual deals with finances. This is a...
As it is, showing us who is concerned by percentage does nothing to actually identify who we should reach out to. We need a...
Add a feature where team reports can be saved and updated later. (requested by Rosemary Murphy Columbia Threadneedle)
11 primary questions, with the flexibility for users to answer an additional 35 questions at their convenience, either later or...
Concerns have been raised about the feasibility of scanning QR codes from reports when using a phone. Users suggest adding a...
The financial participant report mentions 16 behavioral biases, yet only the top 2 are displayed without access to a report...
Users request the ability to sort names within team reports either by score or alphabetically. The current ordering appears...
The current self-registration page interface is unclear, making it difficult to identify which link is associated with a...
Our team previously utilized the coaching report extensively for its comprehensive insights and detailed write-ups. We kindly...
Add the risk profile and grouping to financial behavior report for clients, like the old Financial Summary Report.