Knomee

This article describes the Life Events feature.

Life Events

This article describes the new feature Client Questions.

Client Questions

Understand the full household picture - organize clients into households, manage family relationships in one place, and gain a clearer view of shared and individual priorities.

Household View: Managing Families & Individual Financial Identities

A persistent side-menu within the Client Profile that keeps you oriented and makes it easier to navigate between a client — and their household, when applicable.

New Client Profile Navigation

Miyuki Iwahashi

Learn about product updates as they are released

New Features and Enhancements

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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