2023
12/12/2023 Release
Client Portal Email alerts for uploaded documents from the client portal no longer include the filename. Reporting Performance reporting can now be toggled to show net-of-fees or gross-of-fees at any account, client, or household.
11/13/2023 Release
Platform Resolved a case where users with Administrator privileges could not see full firm-wide KPIs. Run Business > Dashboard > Trends now reflects a more complete count of New Accounts. User Management Added a filter in Run Business > User ...
10/16/2023 Release
Platform The visual design of the Platform has been updated. Exports from the Manage Clients > Dashboard now include only the Open Accounts if selected in filter. The Holdings widgets on the Overview Tab of a client/household/account now update ...
9/25/2023 Release
Billing Removed TD and Schwab from the list of options for Debit File Transmission. A Start Date can now be entered for accounts in Billing > Account Date Settings. When viewing applied exclusions, the account number is now visible. Client Portal The ...
8/26/2023 Release
Billing The Billing Account Error report in Run Business > Revenue > Documents no longer shows adjustment events as errors. Improved the visibility of the Debit Account in Run Business > Billing to make it clear which accounts are paying for others. ...
8/7/2023 Release
Billing Firms using the Manual Advisor option will now see the manually assigned Advisor in various places of Revenue and Billing: Run Business > Revenue > Account Fee Collections screen. Run Business > Revenue > Account Fee Collections exported ...
7/10/2023 Release
Enhancements The Run Business > Firm Profile > Client Portal page has a new toggle to display or hide client Birthday and Age on the Client Portal. New permission items have been added to User Roles, controlling access to the CSV Export feature in ...
6/13/2023 Release
Manage Clients Enhancements The Manage Clients > Overview tab has received a number of enhancements including a new look, new controls, and better access to relevant data. The Actions menu has been expanded allowing you to easily run any report ...
5/15/2023 Release
Digital Onboarding and Account Servicing Enhancements Fidelity: Client Portal users with Fidelity accounts can now request a cash transfer through the Client Portal. Advisors will be notified of the request with all necessary details to process the ...
4/17/2023 Release
Multi-Custodian Enhancements The Net Worth view on the Client Portal now shows the Custodian next to the account number (when available). The Run Business > Dashboard > Trends view now has a Custodian filter on the data cards. The Advisor Payee ...
3/25/2023 Release
Multi-Custodian Platform The AdvisorEngine Wealth Platform now supports more than one custodian per tenant. This feature must be enabled and set up through AdvisorEngine support. Advisor-led account opening now begins with a prompt to choose a ...
2/27/2023 Release
Performance and Reporting Accounts from Charles Schwab Trust Bank (CSTB) are now imported as part of our daily updates with performance reporting and billing capabilities available on imported accounts. Negative cash balances are now stored under the ...
1/30/2023 Release
Performance and Reporting Changing the Managed/Non-Managed status of an account or holding will trigger recalculation of performance from the earliest available date to ensure that all performance metrics are displaying Managed assets only. The ...