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.

    • 4/28/2025 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 ...

    • 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 ...