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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.
9/8/2025 Release
Enhancements The Universal Search bar now searches both Clients/Households and Accounts in one tab. City, State, and Zip Code are no longer requested for bank transactions whether in Account Opening or Cash Transfer requests. When manually creating a ...
9/29/2025 Release
Enhancements The Client Portal has been updating, moving risk-based Investment Profiles (formerly "portfolios") to the overview page, accessible as part of the Account they are tied to. The Client Portal view for a client can now be accessed by the ...
10/27/2025 Release
Enhancements Cash transfer requests from the Client Portal no longer require SSN. Clients syncing position data to the CRM can now decide whether to overwrite account names in the CRM with PMS names or not. The Manage Alerts inteface has been ...
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 ...