12/12/2022 Release

12/12/2022 Release

Enhancements

  • Manage Clients > Reports now contains additional report tabs for Search Holdings and Search Transactions, allowing you to look for data in either area.
  • A new integration with DST is now available, greatly increasing the number of account imports available in the Wealth Platform.
  • Accounts and Individual Positions coming from directly from the Custodian can now be marked as Managed or Non-Managed. Non-Managed accounts/positions will be excluded from Smartleaf trading availability, billing, and performance measurement.
  • The Smartleaf integration can now be configured to have multiple cut-off times in a day to send out trades.
  • A new Billing Reconciliation Report is now available from Run Business > Revenue.
  • Billing settings have been added to to configure how to handle Outside Managed Accounts (such as those coming through DST), allowing them to be excluded, used for breakpoint determination only, or fully billed.
  • Advisor codes now have a setting to control which Custodian they belong to.
  • Investors who fail a LexisNexus verification in the Client Portal can restart the eSignature process without having the Advisor resolve the error in the Wealth Platform first.
  • Held away account assets now appear in the Non-managed Holdings Widget on the Manage Clients dashboard.
  • Non-managed account assets now appear on the in the Investments Tab of the Client Portal.

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