11/13/2023 Release

11/13/2023 Release

Platform

  • Resolved a case where users with Administrator privileges could not see full firm-wide KPIs.
  • Run Business > Dashboard > Trends now reflects a more complete count of New Accounts.

User Management

  • Added a filter in Run Business > User Management > End Client Access to help manage Client Portal users. You can filter on whether the client has Client Portal access enabled, pending, not enabled, or all users.
  • New group action allows re-inviting multiple clients to the client portal at once.

Client Portal

  • Documents can now be uploaded by clients in the client portal for users who have at least one open account.

Account Opening and Maintenance

  • The digital Account Opening flow for Schwab now allows ACH funding during the flow including setting standing instructions on both Advisor-led and Client-led account opening.
  • The digital Account Opening flow for Schwab now allows ACATS funding during Advisor-led Account Opening.

Billing

  • The Billing Reconciliation Report can now be sorted by Difference and can be exported to a downloadable file.

Reporting

  • Report Package runs can now be downloaded in their entirety as a single file.

AE CRM Integration

  • Investment Objective is now synced to the CRM for investment accounts.

    • Related Articles

    • 8/14/2025 Release

      Enhancements When performing a Cash Transfer request through Schwab, standing instructions will be pulled and shown automatically. Fixes Corrected a display error in the Account Fee Calculation detail in the billing section.

    • 4/6/2026 Release

      Enhancements Report Packages can now be themed for each tenant and subtenant individually. Firms with combined CRM and Portfolio Management can now see CRM User Defined Fields in the Household and Account overview pages for synced Records/Assets. ...

    • 3/9/2026 Release

      Enhancements Reports from the Manage Clients Dashboard can now be exported to PDF. On the Client Portal, the Holdings report under the Investments tab is now visible in the mobile view and in the mobile app. Users of Investment Management features ...

    • 1/12/2026 Release

      Fixes Instituted a check that prevents end clients from adding outside accounts that are already brought in on a daily basis, preventing duplicate account listings Alerts related to Goals Based Planning will no longer display for firms not using the ...

    • 2/9/2026 Release

      Enhancements Users of the Client Portal can now edit their phone numbers in their profile. Fixes Resolved an error where system emails would use an incorrect logo. Asset Value displays on the client overview have been refactored to better display ...