What's Improved
DocVault | Upload & Share
- The document upload workflow now allows advisors to share document(s) directly with one or many specified household(s) during the document upload process, eliminating a step in sharing documents. More details here.
Reports | Expanded Template Parameters and Net Contribution Toggle
- All Report templates offer all report parameters as options for a report, giving advisors even more ways to configure reports exactly as they want them.
- Users can toggle Net Contributions on and off via the parameter selection stage.
- Click here for more information on configuration parameters.
Knowledge Bot | Support Link
- We’ve added a link for our “contact support” page to the Knowledge bot - don’t hesitate to reach out if you need anything!
What's Fixed
Reports | Disclaimers
- Fixed a bug that caused the incorrect performance methodology to be shown in the disclaimer.
Advisor Dashboard | Time Periods
- Fixed an issue where the incorrect max date was displayed on dashboards.