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8/24/2026 Release
What’s New Redesigned Investments View for Clients The Investments Tab has been fully redesigned to elevate the experience for end clients. These updates bridge the visual gap between the advisor platform and the client portal, ensuring that clients ...
9/22/2026 Release
What’s New Better Column Header Abbreviations on Report Package Pages Available on the Activity Summary, Household Summary, and Performance pages for Report Packages, a new toggle has been added that changes column headers from date ranges into ...
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. ...
12/1/2025 Release
Enhancements Cash transfer requests from the Client Portal no longer require SSN. Clients using the CRM sync can now see Asset Class and Asset Category from the PM Suite in the CRM Assets. TAMP clients can now upload and include additional documents ...
10/27/2025 Release
Enhancements Cash transfer requests from the Client Portal no longer require SSN. Clients syncing position data to the CRM can now decide whether to overwrite account names in the CRM with PMS names or not. The Manage Alerts inteface has been ...