5/20/2024 Release

5/20/2024 Release

Enhancements

  • When creating a goals-based plan, tax rates can now be overridden at the plan level.
  • Risk Tolerance questionnaire answers are now included in a goal-based proposal PDF.
  • When creating a goals-based plan, held away full accounts can now have their own specified asset allocation strategy instead of being considered to have the same asset allocation as the rest of the plan.
  • Firms with manual Primary Advisor assignment can now assign a Primary Advisor at the household level.
  • The Primary Advisor selector look and feel has been upgraded.
  • Moving a client's accounts to a different household has improved functionality.
  • The Income Summary page of the Report Packager displays data based on account or client inclusion dates.
  • New View Custodian Documents toggle in Firm Profile > Client Portal > Documents allows a firm to choose whether custodian documents are sent to Client Portal users.
  • New View Custodian Documents toggle in Run Business > User Management > End Client Access allows you to turn custodian document display on or off for individual clients in the Client Portal.

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