Release Notes: January 30, 2024

What’s New


Client Experience | Investor Portal User workflow enhancements

  • We enhanced the Add Investor Portal User workflow experience by creating a streamlined pop-up through which Investor Portal Users can be created and assigned to Associated Households.
  • We also enhanced the Investor Portal User info page to more easy highlight key details and actions like editing user information and activating users.
  • Click here for more details.

Advisor Dashboard | Advisor column added to Firm Household Performance

  • On the Firm-level Dashboard’s Balance graph, we added a column to the Household Performance table that identifies the Advisors assigned to the Household.

What’s Improved


Reporting | Fixes to annualized & cumulative return selections

  • We fixed an issue that was causing reports to show annualized returns for time periods greater than 1 year when the cumulative preference was chosen.