2025
6/23/2025 Release
Enhancements A Universal Search tool has been added across the platform for quickly searching clients, households, and accounts. The Manage Clients Dashboard has been replaced with a robust custom reporting tool that draws in data from across the ...
5/27/2025 Release
Enhancements Account Type and Account Title can now be manually edited on an Account's Overview page to change how they display in the Client Portal and other reporting. Fixes Resolved a case where creating a contact via CRM Sync triggered an error ...
5/08/2025 Release
Enhancements The Household/Client/Account Profile views have had navigation improved, moving Financials and Performance widgets all under a new Investments menu. The Net Worth section of the Client Portal has been moved under Investments. Clicking ...
4/28/2025 Release
Enhancements The Client Portal has been enhanced with new navigation and a revamped Overview page. Added a visual indicator when downloading billing invoices. Fixes Resolved a case where a combination of settings in the Holdings page would create an ...
4/10/2025 Release
Enhancements A new report packager page, Performance Details, is now available. The Resource Center (help launcher) has been updated to provide better in-app access to our knowledge base. Fixes Resolved a case that prevented an Advisor's mailing ...
2/23/2025 Release
Fixes Resolved a case where a blank page is added into the account level report after the Holdings Report page when using the Report Packager. Resolved a case where a trailing dividend paid into a currently empty account would cause a spike in the ...
1/21/2025 Release
Enhancements Fidelity Account Opening no longer requires a business address unless the account owner is affiliated with a BD or RIA firm. Pershing cash transfer on the Client Portal is a more straight through process for identifying 1st and 3rd party ...