9/19/2024 Release

9/19/2024 Release

Enhancements

  • Goals-Based Proposal PDFs have had the design of the Risk Tolerance Questionnaire section updated to match the style of the rest of the document.
  • Any Opportunity with a Goals-Based Proposal PDF now shows a PDF icon in the Opportunity workspace for immediate viewing.
  • Disabling the Realized Gain/Loss in Platform Settings will hide this section in the Client Portal.
  • Trust accounts can now be opened through Fidelity.
  • Advisors can request an account transfer from an external account not owned by the brokerage account with an additional signature.
  • Requesting an ACH transfer for a Fidelity account now allows selecting from previously entered bank accounts.
  • Schwab Account Opening now has simplified ID sections.
  • Firms can now define preferred performance periods to view within the Portfolio Management Platform, Client Portal, and Report Packages. See Performance Benchmarks: Setting Default Performance Periods for details.
  • AE CRM sync updates:
    • Investment Objective is now synced with matched CRM clients.
    • Contact details updated in the Portfolio Manager now update for matched clients in the CRM.

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