2026
6/4/2026 Release
Enhancements Reset password emails for Client Portal users now specify the expiration time of the link. MX connected accounts in the Client Portal now have a "Last Updated" date. An alert indicator is visible if the account is more than 7 days stale, ...
5/5/2026 Release
Enhancements Household-level fee schedules can now be created for billing purposes. Household schedules override any existing default, advisor, or account schedules when created. Total Market Value for performance history calculation now uses gross ...
4/6/2026 Release
Enhancements Report Packages can now be themed for each tenant and subtenant individually. Firms with combined CRM and Portfolio Management can now see CRM User Defined Fields in the Household and Account overview pages for synced Records/Assets. ...
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 ...