I'm wondering what others are doing to properly store/maintain relevant suitability information for clients? I use PreciseFP for data gathering but the info gathered on income, expense, assets/liabilities, etc. doesn't seem to be transferrable to their WB profile. So I either have to maintain a separate record in PreciseFP (which I don't want) or I manually enter it within their WB profile (which I also don't want to do). I've considered just maintaining this information on an Excel sheet and linking to it within their WB profile but this isn't ideal. Ideally, I'd love to be able to run a quick report of all this information for periodic reviews and if/when an audit comes up. It seems that PreciseFP's custom reports don't allow for certain variables to be included.