6/17/2024 Release

6/17/2024 Release

Enhancements

  • Locking a billing period with Pershing accounts now prompts an informational message confirming the transmission of fees to Pershing.
  • Improved the selection UI for setting the Investment Objective at the Account, Client, and Household level.
  • The details of the 2nd Participant of a Goals-based Plan can now be edited after they have been added.
  • RMD details can now be edited on the results summary page of a Goals-based Plan.
  • Social Security age for Goals-based Plans have been limited from 62-70.
  • Results page of Goal-based Plan is now labeled "Investment Details" for clarity.

    • Related Articles

    • 8/14/2025 Release

      Enhancements When performing a Cash Transfer request through Schwab, standing instructions will be pulled and shown automatically. Fixes Corrected a display error in the Account Fee Calculation detail in the billing section.

    • 4/6/2026 Release

      Enhancements Report Packages can now be themed for each tenant and subtenant individually. Firms with combined CRM and Portfolio Management can now see CRM User Defined Fields in the Household and Account overview pages for synced Records/Assets. ...

    • 3/9/2026 Release

      Enhancements Reports from the Manage Clients Dashboard can now be exported to PDF. On the Client Portal, the Holdings report under the Investments tab is now visible in the mobile view and in the mobile app. Users of Investment Management features ...

    • 1/12/2026 Release

      Fixes Instituted a check that prevents end clients from adding outside accounts that are already brought in on a daily basis, preventing duplicate account listings Alerts related to Goals Based Planning will no longer display for firms not using the ...

    • 2/9/2026 Release

      Enhancements Users of the Client Portal can now edit their phone numbers in their profile. Fixes Resolved an error where system emails would use an incorrect logo. Asset Value displays on the client overview have been refactored to better display ...