12/1/2025 Release

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 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.

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