4/10/2025 Release

4/10/2025 Release

Enhancements

  • A new report packager page, Performance Details, is now available.
  • The Resource Center (help launcher) has been updated to provide better in-app access to our knowledge base.

Fixes

  • Resolved a case that prevented an Advisor's mailing address from appearing on the cover page of a Report Package.
  • Resolved a case where creating a new Fee Schedule fails.