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.

    • 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.

    • 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 ...

    • 12/1/2025 Release

      Enhancements Cash transfer requests from the Client Portal no longer require SSN. Clients using the CRM sync can now see Asset Class and Asset Category from the PM Suite in the CRM Assets. TAMP clients can now upload and include additional documents ...