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.