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Version 9.2.0
Release Date: 7/9/2025 Fixes Corrected a location that listed "Riskalyze" instead of "Nitrogen". Resolved an issue with creating a new Service Level allowing recurrence outside of the possible ranges.
Version 9.4.0
Release Date: 9/3/2025 Enhancements Integration with Jump AI has been enabled. A new dashboard card is available, Clients by Source, allowing you to see how many clients are added by each referral source over a selected time period. When viewing the ...
Version 9.0.0
Release Date: 4/30/2025 Issues Resolved Dashboard Visualization Card "Opportunities Won by Advisor" now checks the Opportunity Owner field rather than Advisor 1 on the connected Record for ownership. Attempting to delete a Service Level currently in ...
Version 8.6.0
Release Date: 12/13/2024 Issues Resolved Formatting in the Action Notes is now preserved when printing an Action. Resolved a case where Email Management would fail to load any content for Google users. Laserfiche-Cities Digital Integration is now ...
Version 8.0.0
Release Date: 6/21/2024 New Features and Enhancements A new dashboard visualization card comparing AUM to Net New Assets (AE Portfolio Management integration required). A new dashboard visualization card showing Opportunities Won by Advisor. Net New ...