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.
4/6/2026 Release
Enhancements Report Packages can now be themed for each tenant and subtenant individually. Firms with combined CRM and Portfolio Management can now see CRM User Defined Fields in the Household and Account overview pages for synced Records/Assets. ...
3/9/2026 Release
Enhancements Reports from the Manage Clients Dashboard can now be exported to PDF. On the Client Portal, the Holdings report under the Investments tab is now visible in the mobile view and in the mobile app. Users of Investment Management features ...
2/9/2026 Release
Enhancements Users of the Client Portal can now edit their phone numbers in their profile. Fixes Resolved an error where system emails would use an incorrect logo. Asset Value displays on the client overview have been refactored to better display ...
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 ...