8/4/2022 Release

8/4/2022 Release

Billing Engine Upgrades

  • Ability to assign default billing schedules at the Advisor level.
  • For Advance billing, can now combine past adjustments into next-period advance billing.
  • Ability to run Adjustments using average market value.
  • Various billing fixes.


  • Ability to assign benchmarks to Models.

Client Portal fixes

  • Investments > Holdings / Asset Categories now sync with Platform.

Report Packager

  • Enhancements to the cover page feature.

Manage Clients Integration of Goals-Based Planning Tool

  • Goals-based planning workflow is now usable in Manage Clients.
  • Previously created plans can be managed within Manage Clients dashboard.
  • Alerts set up to notify of unplanned activities, new accounts, reallocation dates, etc.
  • Reallocation workflow created wherein advisor can accept recommended GBP/GOE reallocation, and the change will percolate through the backend (existing model assignment workflow).

TD Ameritrade Integration

  • Account owners with affiliations will see an additional form as part of DocuSign with the compliance officer as an additional signer.
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