3/9/2026 Release

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 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.

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