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.