6/30/2026 Release

6/30/2026 Release

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.

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