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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.
9/8/2025 Release
Enhancements The Universal Search bar now searches both Clients/Households and Accounts in one tab. City, State, and Zip Code are no longer requested for bank transactions whether in Account Opening or Cash Transfer requests. When manually creating a ...
9/29/2025 Release
Enhancements The Client Portal has been updating, moving risk-based Investment Profiles (formerly "portfolios") to the overview page, accessible as part of the Account they are tied to. The Client Portal view for a client can now be accessed by the ...
4/28/2025 Release
Enhancements The Client Portal has been enhanced with new navigation and a revamped Overview page. Added a visual indicator when downloading billing invoices. Fixes Resolved a case where a combination of settings in the Holdings page would create an ...
5/08/2025 Release
Enhancements The Household/Client/Account Profile views have had navigation improved, moving Financials and Performance widgets all under a new Investments menu. The Net Worth section of the Client Portal has been moved under Investments. Clicking ...