Hi I'm Phillip at Castle Financial Advice Ltd, we use the platform as both a CRM and Client Portal. I am here to find out how others in the finance world use the platform and how they sit with the fact that so many third party powerups require access to all of your boards and data?
For me/us it raises massive data privacy and security issues.
Welcome to the Community, it's great to have you here!
Is no one else bothered about data privacy and security issues?