What’s New

Reports v2 | Customization and Personalization

For those firms we’ve enabled, we’ve had great feedback about our Reports v2 - thank you to everybody who let us know what they like and where they’d like more. This sprint, we’ve released a couple of upgrades:

• Firm Managers can now set a firm-wide Report Theme Color within V2 Reports by picking from a color palette or entering RGBA, hex, or HSLA values. Click here for more information.
• We’ve added an option under the Parameters step of report generation, allowing users to select between Landscape or Portrait orientation for the report.
• We expect to release Reports v2 to all firms in the coming weeks.

Client Experience | Mobile app: multiple users can access household

Continuing our focus on our mobile users, we’ve deployed two quality-of-life improvements:

• Investor Portal users with access to multiple households can now easily switch between households within the app, making it easier to obtain information needed without having to log out and log in again as different users. 
• Mobile users can now manage their profile details (e.g., name/email/phone number) and preferences (e.g., two-factor authentication preferences) from within the app.

What’s Improved

• In the Document Vault, the “By Household” document view has been moved to the left navigation as one of Folders options, directly under “All Documents,” and removed from the tabs at the top of the page.