Release Date: 1/21/2025

Enhancements

• A new dashboard visualization card allowing you to track an Advisor's YTD new assets vs a set goal.
• All Advisors are now available in Opportunity-based dashboard card filters, even if the advisor in question does not have an opportunity associated.

Fixes

• Improved branding experience throughout the CRM
• Resolved a case where Quick Create did not create Opportunities correctly.
• Resolved a case where deleting the Referred By field in a Record would not save.
• Resolved duplicated information on Client Life Events dashboard card.