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Status Under Consideration
Created by Guest
Created on Feb 18, 2022

Prior Day Activity Report Across Multiple Entities for a Family Office

Currently on CNB's CNO online dashboard (Business Suite?), the firm is able to aggregate bank activity across multiple entities (and multiple accounts) and export it to Excel for their client's review. The firm would like this same feature available in AgilLink in order to sunset their CNO access online. Other family offices would find this feature beneficial as well.


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