3/18/2024 Release

3/18/2024 Release

Enhancements

  • The CRM sync integrations tile now displays the most recent sync details as well as a failure message if appropriate.
  • Client Details widget now displays CRM status, allows linking to CRM from within the details widget, and allows opening seamlessly to the CRM Record with the View in CRM link.
  • Investment Objective can now be assigned at the Household and Client level in addition to the Account level. Household IOs will appear on the Household Summary page of report packages.
  • ACH and ACATS requests from the Client Portal for Schwab accounts are now submitted automatically to Schwab when signed. No manual entry or follow-up required from the Advisor.

Issues Resolved

  • Date picker for the Managed/Non-Managed holdings now displays most recent processing date correctly.
  • Household Search Performance now displays Inception Date and net/gross disclosure for expanded accounts.
  • Holdings page in Report Packager now correctly displays accounts with managed assets of $0.01 or higher.

    • Related Articles

    • 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 ...

    • 10/27/2025 Release

      Enhancements Cash transfer requests from the Client Portal no longer require SSN. Clients syncing position data to the CRM can now decide whether to overwrite account names in the CRM with PMS names or not. The Manage Alerts inteface has been ...

    • 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.

    • 9/29/2025 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 ...

    • 12/12/2023 Release

      Client Portal Email alerts for uploaded documents from the client portal no longer include the filename. Reporting Performance reporting can now be toggled to show net-of-fees or gross-of-fees at any account, client, or household.