Version 9.2.0

Version 9.2.0

Release Date: 5/28/2025

Enhancements

  • The List Maintenance area has received an overhaul to improve usability and appearance.

Issues Resolved

  • Resolved a case where "checkbox" function of the the text editor controls did not load when editing an Action.
  • Resolved a case where email previews would not load.
  • Resolved permissions issues with viewing and setting the goal of the Firm AUM vs Goal and Advisors YTD Goal dashboard cards on a shared dashboard.

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