4/28/2025 Release

4/28/2025 Release

Enhancements

  • The Client Portal has been enhanced with new navigation and a revamped Overview page.
  • Added a visual indicator when downloading billing invoices.

Fixes

  • Resolved a case where a combination of settings in the Holdings page would create an extra blank page in a Report Package.
  • Resolved a case where reports showed internal IDs instead of names.
  • Report package downloads no longer include duplicates if run more than once in a day.
  • Resolved a case where a Household could not be started as of the earliest available performance date.

    • 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.

    • 5/08/2025 Release

      Enhancements The Household/Client/Account Profile views have had navigation improved, moving Financials and Performance widgets all under a new Investments menu. The Net Worth section of the Client Portal has been moved under Investments. Clicking ...

    • 5/27/2025 Release

      Enhancements Account Type and Account Title can now be manually edited on an Account's Overview page to change how they display in the Client Portal and other reporting. Fixes Resolved a case where creating a contact via CRM Sync triggered an error ...

    • 7/15/2024 Release

      Enhancements Performance chart in the client portal now displays complete y-axis label. Improved controls for displaying Managed vs Non-Managed assets in the Realized Gain/Loss widget. Improved precision of the selected time time windows in the ...

    • 2/20/2024 Release

      Enhancements IRA accounts can now be opened for Fidelity both in the platform and on the client portal. The Run Business > Dashboard has been significantly update with a better and more intuitive look and feel. Closed accounts in the Client Portal ...