Version 9
Version 9.7.0
Release Date: 11/25/2025 Enhancements Opportunity Dashboard cards now include historic data for clients with a Termination Date in the results. Fixes Resolved a case where adding SSN, Country of Citizenship, or State of Residence did not update the ...
Version 9.6.0
Release Date: 10/29/2025 Fixes Adding or Removing Team Members from List Maintenance now correctly updates available columns in the column chooser for the Record Workspace. Resolved a case where Actions could not be completed while editing.
Version 9.5.0
Release Date: 10/1/2025 Enhancements Zeplyn AI Notetaker integration is now available. Fixes Resolved a case where quick search tags blocked the grid search bar in the workflows grid. Resolved a capture issue with Gmail when emails had labels ...
Version 9.4.0
Release Date: 9/3/2025 Enhancements Integration with Jump AI has been enabled. A new dashboard card is available, Clients by Source, allowing you to see how many clients are added by each referral source over a selected time period. When viewing the ...
Version 9.3.0
Release Date: 8/6/2025 Enhancements Added a "Duration in Status" Column to the drill-down grid of the Open Opportunity Funnel dashboard card. Fixes Resolved a case where Portfolio Management users would be unable to authorize the CRM sync. Resolved ...
Version 9.2.0
Release Date: 7/9/2025 Fixes Corrected a location that listed "Riskalyze" instead of "Nitrogen". Resolved an issue with creating a new Service Level allowing recurrence outside of the possible ranges.
Version 9.1.0
Release Date: 5/28/2025 Enhancements The List Maintenance area has received an overhaul to improve usability and appearance. Issues Resolved Resolved a case where "checkbox" function of the the text editor controls did not load when editing an ...
Version 9.0.0
Release Date: 4/30/2025 Issues Resolved Dashboard Visualization Card "Opportunities Won by Advisor" now checks the Opportunity Owner field rather than Advisor 1 on the connected Record for ownership. Attempting to delete a Service Level currently in ...