12/12/2021 Release

12/12/2021 Release

Fidelity Integration

  • Users can subscribe to a new alert, generated any time a new account was initiated on the client portal.
  • Updated the account transfer workflow to prevent users from requesting unsupported internal account transfers between Fidelity accounts.
  • Implemented the updated new account forms (Brokerage, Trust and IRA) and the updated TOD (Transfer on Death) form.
  • Platform users can now access Grow Practice > Digital Advice without being prompted to provide Fidelity credentials.
  • Platform users see updated status for any transaction completed and for when forms were sent to Fidelity.
  • Platform users can see referential information (work item ID and PDFs) for any transaction successfully sent to Fidelity via Forms Utility.

Performance History Imports

  • We've added the ability to import performance data in monthly intervals.
  • Imported and native data can now be shown in the same graphic display.

Miscellaneous

  • Resolved a case where the Grouping tool did not allow new Performance or Billing Households to be created.
  • Accounts assigned to a model through the +Proposal workflow in Grow Practice > Dashboard will now correctly display the Firm Model name in Manage Clients > Model Assignments.
  • Resolved an issue causing visibility issues with opportunities in Grow Practice > Dashboard.
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