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.
• Firms with combined CRM and Portfolio Management can now see CRM Team Members in the Household overview page for synced Records (available 4/8).
• Updated the styling of some pages to match the current design.
• Performance, Household Summary, and Household Overview report packager pages have a new option to supress the "Performance Inception Date" column (formerly "Performance Start Date").

Fixes

• Resolved a case where market value was not displaying on the Accounts in Error report.
• Resolved a case that would cause Risk Score on the Client Portal to be displayed differently than on the IPS.
• Resolved a case where Client Portal features did not load correctly for firms without a risk tolerance questionnaire.
• Mother's Maiden Name is no longer a required field for Schwab account opening.
• One time ACH transfers requested through the client portal can now be set to a future date.