2026
3/9/2026 Release
Enhancements Reports from the Manage Clients Dashboard can now be exported to PDF. On the Client Portal, the Holdings report under the Investments tab is now visible in the mobile view and in the mobile app. Users of Investment Management features ...
2/9/2026 Release
Enhancements Users of the Client Portal can now edit their phone numbers in their profile. Fixes Resolved an error where system emails would use an incorrect logo. Asset Value displays on the client overview have been refactored to better display ...
1/12/2026 Release
Fixes Instituted a check that prevents end clients from adding outside accounts that are already brought in on a daily basis, preventing duplicate account listings Alerts related to Goals Based Planning will no longer display for firms not using the ...