6/23/2025 Release

6/23/2025 Release

Enhancements

  • A Universal Search tool has been added across the platform for quickly searching clients, households, and accounts.
  • The Manage Clients Dashboard has been replaced with a robust custom reporting tool that draws in data from across the platform.

Fixes

  • Resolved a case where Asset Class names would appear blank on the Holdings page of report packages.
  • Driver's License/State ID is no longer a required field for Schwab Account Opening.

    • 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 ...