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.

    • 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.

    • 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 ...

    • 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 ...

    • 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 ...

    • 12/8/2025 Release

      Enhancements The Advisor now recieves an alert when a Client opens a new account. Additional disclosure details have been added through a link at the bottom of the AE application. If a client's Target has been updated, a service alert is generated to ...