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.