Release Notes: July 2, 2024

What’s Improved


Advisor Dashboard | Household Net Contribution Enhancements

  • Customization enhancements have brought improvements to the Balance widget, which now gives Advisors the option to display a Household's Net Contribution within the Investor Portal.  By simply checking a box within the Household Preferences section, Advisors are in control of displaying Net Contribution as a trend line in the Balance widget, offering them greater at-a-glance insights for more nuanced conversations with their clients.  Advisors can also choose to select Net Contributions on for some Households and off for others.
  • Click here to read more about enhancing your client management with CircleBlack’s Household Grouping feature.