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.