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Additional Financial Investment Plan (FIP) fields in product overview

Product view Fip details 29

New columns have been added to the product overview in the Client File Module. These columns display information that was previously available under the Financial Investment Plan” tab, making all FIP information directly visible in the product overview. It is currently not possible to filter, sort or export these columns to a CSV file. We would like to know if our users would use a filter, or are interested in other options, so feel free to share your feedback with Support.

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