AdvisorEngine | Version 9 | Knowledge Base

Version 9
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 ...

Version 9