Comms Hub
Activity dashboard
Work portal
Client info
Portfolio
Assets and liabilities
Budget
Financial planning
Bna
Design sys
Interactions
notifications
4
Communications Hub
note_add
Notes
Communications
Notifications
8
Demo Flows
Contact Book
Campaigns
Templates
Settings
Client Demo
Client Context
badge
Sarah van der Berg
Demo/1/12345 / Client / Client's company
notifications
4
52 years old / Married
Related entities
expand_more
Send message
expand_more
Choose another client
expand_more
New client
more_horiz