8/19/2024 Release

Enhancements

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.

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