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 in the account opening and proposal envelope that are included only on TAMP accounts.
• Schwab LPOA form is included in account opening and proposal workflows for Schwab TAMP accounts.
• (Pilot) Firms can now control the logo, cover image, advisor letter, and disclosure page contents in the Report Packager for each subtenant.