5/27/2025 Release

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 message.
  • Resolved alerts not sending SMS or email when enabled.
  • The CRM link authorization tile now displays the user name currently connected for sync.
  • Resolved an incorrect display of the Fee Billing % in the Billing Center for Account Overrides.
  • Resolved a case where the Model Assignment screen displays the incorrect owner.
  • Documents uploaded by Client Portal users can now be deleted immediately.

    • 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.

    • 4/6/2026 Release

      Enhancements Report Packages can now be themed for each tenant and subtenant individually. Firms with combined CRM and Portfolio Management can now see CRM User Defined Fields in the Household and Account overview pages for synced Records/Assets. ...

    • 3/9/2026 Release

      Enhancements Reports from the Manage Clients Dashboard can now be exported to PDF. On the Client Portal, the Holdings report under the Investments tab is now visible in the mobile view and in the mobile app. Users of Investment Management features ...

    • 1/12/2026 Release

      Fixes Instituted a check that prevents end clients from adding outside accounts that are already brought in on a daily basis, preventing duplicate account listings Alerts related to Goals Based Planning will no longer display for firms not using the ...

    • 2/9/2026 Release

      Enhancements Users of the Client Portal can now edit their phone numbers in their profile. Fixes Resolved an error where system emails would use an incorrect logo. Asset Value displays on the client overview have been refactored to better display ...