A good feature is a cc option when onboarding a client. It is very common for people to add their family office/assistants to the loop so they know/have access to the platform. it should be a 'side- kick' kind of access.
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This is a cool idea, thanks for this. We'll need to consider how we can do this and make the process a great experience for both Investors. We currently have the infrastructure to allow this, i.e. adding additional contacts to a capital account will allow multiple people to access it in Pro (with a primary contact assigned by default), so we'll just need to figure out this onboarding/invitation aspect of it.
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