4/6/2026 Release

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.
  • 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.

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