Enhancements

• Billing
• A new Billing Period option, Quarterly (Anniversary), is available that sets the quarterly billing intervals for each account based on the account’s billing start date.
• A new Account Balance to Bill On option, Anniversary Month-End Balance, generates bills based on the end-month balance of the month billing started for the account.
• See Billing Settings for further explanation of these new features.
• The Client and Household views of the Manage Clients dashboard can now be filtered to show only those clients or households with Goals-Based Plans created.
• Clients beginning a Goals-Based Plan from the Client Portal can select which household to create the plan for if they belong to more than one household.
• Added an alert to clarify that a Goals-Based Plan with no open accounts will not appear on the Manage Clients dashboard.
• Investment Objectives can no longer be set to future starting dates.
• Clients who have linked outside accounts to their Client Portal through MX can now remove specific accounts from view.
• AE CRM sync updates:
• Investment Objective is now synced with matched CRM clients.
• Contact details updated in the CRM now update for matched clients in the Portfolio Manager.
• A new user role permission has been added: "Manage Client / CRM Matching Status" allowing specific permission to view or edit CRM matches.