Related Articles
7/15/2024 Release
Enhancements Performance chart in the client portal now displays complete y-axis label. Improved controls for displaying Managed vs Non-Managed assets in the Realized Gain/Loss widget. Improved precision of the selected time time windows in the ...
2/20/2024 Release
Enhancements IRA accounts can now be opened for Fidelity both in the platform and on the client portal. The Run Business > Dashboard has been significantly update with a better and more intuitive look and feel. Closed accounts in the Client Portal ...
11/11/2024 Release
Enhancements Client Portal users will receive an alert when a new document is uploaded from AE CRM. The Household view in Manage Clients now contains a Goals Based Plans tab. The Household creation and management tool now has improved handling of ...
4/22/2024 Release
Enhancements Goals-based planning is now available for firms who wish to enable it. New setting has been added to the Firm Profile page allowing firms to suppress the appearance of and alerts for custodian documents in the Client Portal. The Search ...
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 ...