3/9/2026

3/9/2026

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 not 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.

    • Related Articles

    • Matching Clients from AdvisorEngine CRM Client/Record Sync

      When Setting Up the AdvisorEngine CRM Client/Record Sync you must select how to deal with unmatched entries from either side of the sync. This process also deals with Client/Record entries that were matched in error. Identifying Unmatched Entries: ...

    • Matching Clients from Redtail Client Sync

      When Setting Up the Redtail CRM Sync you must select how to deal with unmatched entries from either side of the sync. This process also deals with client entries that were matched in error. Identifying Unmatched Entries: Redtail CRM If automatic ...

    • Redtail Integration Overview and Setup

      The Redtail Integration enables client contact information synchronization to or from the Wealth Management Platform and Redtail. Once Redtail contacts are matched to AE contacts, contact information can be set to sync daily or initiated manually. ...

    • Setting an Annual Tax Budget (Legacy)

      NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. Firms utilizing the Smartleaf integration can set an annual tax budget on an account to prevent trades from generating taxes beyond the ...

    • Performing Ongoing Tax-Loss Harvesting (Legacy)

      NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. Firms utilizing the Smartleaf integration may manually set accounts to deliberately perform tax-loss harvesting throughout the year. Note: ...