Platform

• The visual design of the Platform has been updated.
• Exports from the Manage Clients > Dashboard now include only the Open Accounts if selected in filter.
• The Holdings widgets on the Overview Tab of a client/household/account now update dynamically when the managed/non-managed state is changed.
• New permission added to control if a user can change the model assignment from the Manage Clients > Account Profile page.

Client Portal

• A new Fund Portfolio link has been added to the action menu for portfolio cards containing fundable accounts.
• If no YTD performance data is available for the Overview, ITD is shown instead.
• Realized Gain/Loss can now be exported from Investments > Realized Gain/Loss.

Account Opening and Maintenance

• The Advisor-led Account Transfer flow for Schwab has been updated. Authentication is performed by SMS and no manual steps are required after the paperwork is signed.
• Proposals created for Schwab will have the status set as Approved instead of In Review.
• Opening an account with a Trusted Contact no longer removes other methods of contact in the UI.

Reporting

• Permission settings around Report Packager has been updated to allow control over who can View, Assign, Run, or Delete packages.
• Report Packager pages with performance data (Performance, Activity Summary, Household Summary) have column headers that now read out full date ranges in MM/DD/YYYY format for periods such as ITD, YTD, etc.

CRM Sync

• Default source of truth for CRM contact sync has been set to CRM.
• Added new logic to the CRM asset push to identify existing CRM assets and update accordingly rather than duplicate.
• New CRM sync configuration option to control null or blank field handling.
• New indicator on the CRM side to show if a position is managed.