7/19/2021 Release

7/19/2021 Release

Updates and Fixes

  • Client Portal Reporting
    • Upgraded the display of the date range and graph start point in Investments > Performance.
    • Addressed an issue where Tile and Graph values would not be the same due to rounding in Investments > Perfomance.
    • Addressed an issue where Investments > Holdings could not be viewed as of a past date when the account was currently empty.
  • Addressed an issue where model assignment changes made in Manage Clients > Trade Files weren't sending the proper model change indicator to Smartleaf.
  • Addressed an issue where account maintenance workflows weren't working for UGMA/UTMA account types.
  • Addressed an issue which prevented users with correct permissions from viewing performance graphs in Manage Clients > Dashboard > Performance tab.
  • Updated the display of symbols in various reports and the report packager to show "n/a" when symbol information is not available.

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