4/22/2024 Release

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 Performance report tab has Net/Gross info pop-up displays.
  • The Income Summary page of the Report Packager now displays its banner/header.
  • A new setting has been added to require beneficiaries on all account types.
  • The new household creation and maintenance tools has been added and will be made available after 4/24.

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