11/13/2023 Release

11/13/2023 Release


  • 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.


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


  • 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.
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