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.

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