What's New
Advisor & Investor Experience | Light Mode
Light mode is here! We heard your feedback - you asked and we delivered.
- Users, both Advisors-side and Client-side, can now toggle between light mode and dark mode for their experience. The option is in the top-left of the Advisor/Client preferences page. For more information, click here for Advisor Light Mode and click here for Client Light Mode.
- (Note: Advisors previewing the Client experience will preview the Client UI in the mode the Client has selected. For example, an Advisor who has the dark theme view for themselves previews a Client using the light theme - the Advisor will see the Client UI in the light theme.)
Reports | New "My Reports" Section
We're continuing to add functionality to the new(ish) report building suite. Thanks for all the great feedback; keep it coming.
- Users will now find a "My Reports" section on the Reports landing page, which contains all the custom templates the user has created. Click here for more information.
What's Improved
DocVault | Sharing Notifications
- Advisors, Clients, and Firm Managers will now receive a notification whenever a document is immediately shared, indicated by a yellow circle on the bell icon in the top right of the UI. Click here for more information.
- When an Advisor shares a document with a Client, the Firm Manager will get a notification they have an approval to make. When the Firm Manager approves the sharing then the Client will get a notification in their UI that a document has been shared.
What's Fixed
Reports | Income and Expense
- Fixed a bug that was incorrectly calculating net income and expenses.