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.