2024
12/9/2024 Release
Enhancements The Realized Gain/Loss panel now responds more dynamically to changed filter criteria. Search Holdings report now allows for CUSIP searches. TradePMR billing integration is now available. See Locking the Billing Period for more details. ...
11/11/2024 Release
Enhancements Client Portal users will receive an alert when a new document is uploaded from AE CRM. The Household view in Manage Clients now contains a Goals Based Plans tab. The Household creation and management tool now has improved handling of ...
10/14/2024 Release
Enhancements The requirement of attachments for ACAT transfers through Schwab can now be disabled from the Client Portal settings. Opportunity detail view in Grow Practice > Digital Advice now has a tab to view all Goals Based Plans associated with ...
9/19/2024 Release
Enhancements Goals-Based Proposal PDFs have had the design of the Risk Tolerance Questionnaire section updated to match the style of the rest of the document. Any Opportunity with a Goals-Based Proposal PDF now shows a PDF icon in the Opportunity ...
8/19/2024 Release
Enhancements Billing A new Billing Period option, Quarterly (Anniversary), is available that sets the quarterly billing intervals for each account based on the account’s billing start date. A new Account Balance to Bill On option, Anniversary ...
7/15/2024 Release
Enhancements Performance chart in the client portal now displays complete y-axis label. Improved controls for displaying Managed vs Non-Managed assets in the Realized Gain/Loss widget. Improved precision of the selected time time windows in the ...
6/17/2024 Release
Enhancements Locking a billing period with Pershing accounts now prompts an informational message confirming the transmission of fees to Pershing. Improved the selection UI for setting the Investment Objective at the Account, Client, and Household ...
5/20/2024 Release
Enhancements When creating a goals-based plan, tax rates can now be overridden at the plan level. Risk Tolerance questionnaire answers are now included in a goal-based proposal PDF. When creating a goals-based plan, held away full accounts can now ...
4/22/2024 Release
Enhancements Goals-based planning is now available for firms who wish to enable it. New setting has been added to the Firm Profile page allowing firms to suppress the appearance of and alerts for custodian documents in the Client Portal. The Search ...
3/18/2024 Release
Enhancements The CRM sync integrations tile now displays the most recent sync details as well as a failure message if appropriate. Client Details widget now displays CRM status, allows linking to CRM from within the details widget, and allows opening ...
2/20/2024 Release
Enhancements IRA accounts can now be opened for Fidelity both in the platform and on the client portal. The Run Business > Dashboard has been significantly update with a better and more intuitive look and feel. Closed accounts in the Client Portal ...
1/29/2024 Release
Digital Onboarding and Account Services Fidelity and Schwab firms can now choose to enable a Compliance Check step after account opening or maintenance workflows are complete before the forms are submitted to the custodian. Fidelity cash transfer ...