Enhancements

• Report Packages now use a Landscape layout with enhanced visuals for greater data clarity.
• Advisors can now manually add an asset account to a client for any accounts not included in regular data feeds.
• Over 30 new Search and Reporting templates have been added to the Manage Clients Dashboard.
• Firms can now allow their clients to pay by check rather than auto-debit an account.
• Firms billing in advance can now set adjustment triggers on a per-account basis.
• Firms can set account invoices for an entire billing household to combine into a single PDF.
• When creating a moneylink or account transfer request, there is a new field allowing client or advisor to add attachments.

Fixes

• Resolved incorrect labeling on the Market Value History Report.
• Being locked out for failed login attempts no longer blocks the entire associated IP address.