12/8/2025 Release

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 confirm the change.
  • Editing a Household now correctly updates the Household AUM in Report Packages.
  • Clients using SmartLeaf, iRebal, or Orion to import models now have access to a Drift Report in the Reports section of the Account detail view.