Enhancements

• Household-level fee schedules can now be created for billing purposes. Household schedules override any existing default, advisor, or account schedules when created.
• Total Market Value for performance history calculation now uses gross market value, excluding the effects or margin cash and/or negative cash balances.
• The display of address information on the Household and Client overview pages has been improved.
• When a TAMP enabled firm goes directly to account opening without a proposal, they now select whether the account is to be TAMP or not by selecting the Advisor Code. Advisor Codes in the list are marked whether they belong to the TAMP program or not.
• Client Portal users of TAMP firms can now take the Risk Tolerance Questionnaire to start a new TAMP account. Advisors will be notified when the questionnaire is completed and must manually assign a Target before the account opening can proceed.
• New option avaliable in Client Portal settings to remove the display of the Risk Score.

Fixes

• Schwab one-time cash transfers no longer allow selection of a transfer date. Schwab one-time cash transfers are processed as soon as Schwab receives them.
• Resolved being unable to assign models to outside managed accounts when needed.
• Resolved a case where account numbers were included in a notification email to advisor.
• Resolved a case where the Close Account option was not available for specific configurations.
• Navigating to the PM Suite from the CRM using a CRM Record created from a PMS prospect now functions as intended.