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 are now able to change the Program of an account when changing or assigning the target if no additional paperwork is required for the change.
• Using FinMason asset class names is now a firm-wide setting located on the Firm Profile. Enabling this setting will force the use of FinMason names throughout the system where asset classes are displayed.
• Updated billing invoices to more clearly display discounts and adjustments to the final total.

Fixes

• Running a Projected Income report mid-period now reflects transaction data from the date it is run.
• Accounts in Error report now correctly counts the total accounts in error.
• Resolved a case where some user roles with correct permissions were unable to search for and add components to a custom benchmark.
• Resolved a case where certain account configurations prevented the Investment Managment Rebalancer from being toggled on or off.