9/30/2019 Release

9/30/2019 Release

Enhancements

  • Performance enhancements to the Manage Clients Dashboard improve loading speed of the account, client, and household profiles up to 60%.
  • New setting in Firm Profile allows you to customize the color bars in reports created by the Report Packager.
  • Forms Library now highlights the current row when hovering with mouse.
  • New field Form Owner is now available when adding forms to the Form Library, allowing quick filtering of the library by Owner. Additional filtering and searching options have been added to the Form Library as well.

Issues Resolved

  • Pershing ACH transfers after 2:30 PM Eastern will now default to next business day.
  • Resolved a case where new billing start dates could not be entered in Account Date Settings.
  • Resolved a case where LexisNexis verification failure would not generate a Service Alert in the platform.
  • Resolved a case where new fields would appear incorrectly and overlap in the Attributes section of the Account Opening process.
  • Resolved a display issue with the Affiliations page of Account Opening on mobile devices.
  • Resolved a case where the Risk Profile Pie Chart would not display in Safari browsers when taking the Risk Profile questionnaire.
  • Resolved a case where Contact Records could not be edited on the Communicate tab.
  • TD clients initiating an Electronic Funds Transfer (EFT) through supplemental forms will now have both EFT and Move Money form available.

    • Related Articles

    • 7/16/2018 Release

      We've enhanced your AdvisorEngine experience. For you, this means more reporting options, enhanced iRebal syncing, and other minor tweaks to improve usability. See below for the nitty gritty details of this release: Client Portal Standardized account ...

    • 1/20/2022 Release

      Performance Reporting Initial benchmarking release for all platform users now showing S&P 500, Bloomberg U.S. Aggregate Bond Index, and MSCI EAFE index on all graphline tabs and Performance Detail tabs. Integrated interface for capture of benchmark ...

    • 10/3/2018 Release

      This release brings additional security for Batch File processing, enhancements to the Orion Integration and Pershing Batch File processes as well as various resolutions to Account Opening, Performance Reporting, and Pershing Mutual Fund processing. ...

    • 4/11/2022 Release

      Performance Reporting Total Performance Benchmarks feature (released in February 2022), has been enhanced to allow firms to create custom benchmarks and Assign Household Benchmarks Portfolio Management Direct-Model Assignment Enhancement Platform ...

    • 8/16/2021 Release

      Updates Fidelity Recurring cash transfers can now be set during account opening or for open accounts. Client Portal Client Portal users can connect external accounts to their household for an aggregate view of net worth. Asset values will be updated ...