9/8/2025 Release

9/8/2025 Release

Enhancements

  • The Universal Search bar now searches both Clients/Households and Accounts in one tab.
  • City, State, and Zip Code are no longer requested for bank transactions whether in Account Opening or Cash Transfer requests.
  • When manually creating a new client to match with an existing CRM client, users can now choose a primary advisor for the new client. (Previously the primary advisor set in the CRM integration sync settings was defaulted.)
  • Enhanced the Account Detail view to include more details about the Client the account is connected to for further clarity.

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