9/29/2025 Release

9/29/2025 Release

Enhancements

  • The Client Portal has been updating, moving risk-based Investment Profiles (formerly "portfolios") to the overview page, accessible as part of the Account they are tied to.
  • The Client Portal view for a client can now be accessed by the advisor from the Client overview page through the Actions menu.
  • Billing system has been upgraded to account for 3rd party billing fees.
  • Improved calendar date-picker options to default to business days.
  • A new Report Packager Page, Projected Income, is available.

Fixes

  • Resolved a defect in the Household Overview report packager page when running a report with both custom date and annualized selected simultaneously.
  • Resolved a defect in the Household Overview report packager page when viewing a single account household with legacy historical data that was moved into a new household.
  • Resolved a case where the Household Summary report packager page would not display comparative benchmarks.
  • Resolved a display error when viewing an account with no sleeves or sleeve performance data when sleeves are enabled.

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