Hi I'm Phillip

Phillip Silk-Neilsen February 5, 2021

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.

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John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 7, 2021

Hello and Welcome, Phillip!

We are glad you are here!!

Laura Holton _ACE Rotterdam_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 23, 2021

Hi @Phillip Silk-Neilsen 👋

Welcome to the Community, it's great to have you here!

Phillip Silk-Neilsen May 24, 2021

Is no one else bothered about data privacy and security issues?

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