7/10/2023 Release

7/10/2023 Release

Enhancements

  • The Run Business > Firm Profile > Client Portal page has a new toggle to display or hide client Birthday and Age on the Client Portal.
  • New permission items have been added to User Roles, controlling access to the CSV Export feature in the Search Holdings Report, Search Transactions Report, and Manage Clients dashboard.
  • The Run Business > Grouping tool now allows grouping individual accounts to Households.
  • The Search Performance report now displays returns for custom date ranges in the Client and Account subsections during searches and drill-downs.
  • The Report Packager no longer skips pages if there is no data available; instead the page is included with a "no data available" message.
  • The Realized Gain/Loss report package page now displays quantity to 3 decimal places to reflect more frequent liquidation of fractional shares due to DRIPs.
  • Fidelity users can now authenticate with Fidelity Wealthscape from the Communicate > Integrations page. Users will recieve a notification when the token is about to expire and need to re-authenticate.

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