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.

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