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Financial Cents News

Insightful strategies and tactics to grow your firm.

Browse the categories or topics below to find what you are looking for.

Article Financial Cents News
New Feature: Turn Any Email Into a Task

Now it's easy for you to keep track of new client requests and create new tasks on the go with this new feature!

July 22, 2019
Article Financial Cents News
New Feature: Email Notifications

We just released an awesome new feature this weekend that will help your team collaborate more effectively!

May 20, 2019
Article Financial Cents News
New Feature: Workflow Templates

We just released a new feature that will allow you to create a project and all of its tasks in seconds!

March 11, 2019
Article Financial Cents News
New Feature: Ability to put tasks on hold

We just released a new feature that will allow you to keep track of which tasks you are waiting on something outside of your control…

March 11, 2019
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