11/28/2022 Release

11/28/2022 Release

Enhancements

  • A new Help Launcher has been added to all pages on the Advisor Portal, allowing direct access to the Knowledge Base and a feed of announcements and updates.
  • Manage Clients > Performance has been renamed Managed Clients > Reports with a Performance sub-section to allow room for additional reporting types.
  • The Grow Practice > Dashboard grid now shows Custodian and Account Number.
  • The Transfers section of the Client Portal now shows additional details in the title, including Custodian, Account Number, and Transaction Type.
  • By enabling the Wealth Platform to AE CRM integration, you are now able to send your billing and asset positions automatically or manually directly to the AE CRM, as well as single sign on so you can get to the Wealth Platform from the CRM without having to constantly log in.

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