What's Improved
Advisor Experience | Simplified Client Activation
To help save Advisors time and ensure Advisors can deliver exceptional client experiences, we’ve streamlined the process for adding and activating client users.
- We've added an "Activate" button at the end of the “Add Investor User” workflow, so that after a client is added to the system the Advisor can go directly to the activation page. (Previously, Advisors would add a user, save the user, and then navigate to the Activate page and activate the newly created user from there.)
Advisor Dashboard | Custom Global Time Periods
In the last few releases, we've given Advisors the ability to configure and save the global time period for all their widgets in the Dashboard. We're extending those capabilities by adding custom time periods to the global options. With the right data in the right format at your fingertips, you can deliver more value to your clients.
- Advisors can select and set a “Custom” timeframe from the Global selector, and on the Holdings and Transactions widget. (Previously, the “Custom” option was available in only the Balance and Performance widgets.)
What's Fixed
Reporting | Scheduled Reports not being delivered
- Fixed a bug that prevented Weekly/Monthly Email Reports from being sent to Investor users.
DocVault | Billfin folder appearing for non-Billfin users
- Fixed an issue that caused the Billfin folder within Docvault to display for non-Billfin users.