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I wonder if the font shouldn’t be a bit larger in the reports. Is it 12pt? Seems smaller.

In Review

Font sizes - Reports

Cam Marston Sample Advisor Acct

Page header<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="696e5ab52191a2472301ac5c/post/69722f27e095f5e8e2021d33/019be608-26a5-7490-82dd-679e72d8beac/b64u-aW1hZ2UucG5n.png" src="https://696e5ab52191a2472301ac5c.featurebase-attachments.com/c/post/69722f27e095f5e8e2021d33/019be608-26a5-7490-82dd-679e72d8beac/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260319T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260319%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=600f0d214aff89f2d4436c83fd772994df39fa0c5d7da6d7913ab58cbcc7ad56" data-featurebase-content-filename="image.png">

Formatting issues

Like to be able to send a personalized note when I invite someone to take the PHASE assessment. “Hey John, this is the PHASE system I mentioned in our meeting. It’s not spam. Let me know if you have any issue with it -should be self-explanatory.

Completed

Personalized note

Cam Marston

As an admin I would like to see the same report my client receives as well as my advisor report

Kai Gray

When advisors run out of seats they need a path to add more seats

Ability to add more seats

As a new user (advisor and customer) I need to be given a tutorial on the key functionality

New user onboarding

As a financial advisor or as an end-user, I need help documentation in case I run into issues.

Help system

Currently an invite link expires after 24 hours. This is a key security concern to reduce brute-force attacks and cannot be changed. However we need a method where users can request a new invite link.

Links expire after 24 hours

There needs to be whitespace between the Client Phase and Title<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="696e5ab52191a2472301ac5c/post/696fb34c56ce337996a26ebc/019bdc54-0c94-7a65-a511-d42ab1c95249/b64u-U2NyZWVuc2hvdCAyMDI2LTAxLTIwIGF0IDEwLjU0LjEw4oCvQU0ucG5n.png" src="https://696e5ab52191a2472301ac5c.featurebase-attachments.com/c/post/696fb34c56ce337996a26ebc/019bdc54-0c94-7a65-a511-d42ab1c95249/b64u-U2NyZWVuc2hvdCAyMDI2LTAxLTIwIGF0IDEwLjU0LjEw4oCvQU0ucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260319T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260319%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=dba6ac26a79143a2edefe8b9edd2fa546316502aa8f8935aae12b522d92b26cf" data-featurebase-content-filename="Screenshot 2026-01-20 at 10.54.10 AM.png">

Whitespace on Phase Advisor Report

Remove firm logo from PHASE Advisor Report

Change name of "PHASE™ CLIENT REPORT" to "PHASE™ ADVISOR REPORT

Perhaps on the customer page a column added that shows the cumulative score of each Customer so that I can quickly go to the page and remind myself of each of my customer’s scores? to the Right of the Completed column, maybe.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="696e5ab52191a2472301ac5c/post/696f9ca71cebcb4af27e1f31/019bdbfa-4395-76ad-ac73-1a70dda77452/b64u-aW1hZ2UucG5n.png" src="https://696e5ab52191a2472301ac5c.featurebase-attachments.com/c/post/696f9ca71cebcb4af27e1f31/019bdbfa-4395-76ad-ac73-1a70dda77452/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260319T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260319%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=e5f5550be1ff608f593bf56bc684207caaa2a690c524163f02f3a96a04659a06" data-featurebase-content-filename="image.png">

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