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.