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Release Notes: October 8, 2024


CircleBlackCS
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What’s New

 

Advisor Portal | Streamlined Client Info Changes

  • To reduce clutter in client information change logs, advisors will now be shown changes only going back 14 days.
  • As part of this update, advisors using CircleBlack’s Wealthbox integration will also see their client info changes synced for any linked clients.
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