If you have an idea for a new feature or a change to Smartr365, please raise it with your firm's Customer Success Manager. They will pass it to our product team, who review feature requests when planning future updates.
To help us understand your idea, include:
what you would like Smartr365 to do
the problem it would solve for you or your clients
how often you run into that problem
If you are not sure who your Customer Success Manager is, contact Support and we will pass your idea on.
UserVoice is no longer used. Our UserVoice ideas portal has closed, so the UserVoice link and the Open User Voice button in Smartr365 no longer work. Please use the route above instead.