Dashboard Card: AUM by Age Range

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• Dashboard Card: Revenue by Age Range

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• Version 7.3.0

  Release Date: 11/15/2023 New Features and Enhancements User Defined Fields are now labed as such in the new Record layout. User Defined Fields now have a "show all" control to see extended text rather than requiring a hover. User Defined Field labels ...

• Version 6.3.0

  Release Date: 1/30/2023 New Features and Enhancements Four new Visualization Cards have been added to the Dashboards: Actions Completed by Employees, AUM by Advisors, AUM by Age Range, and Upcoming Client Reviews. New "Advisor" curated Dashboard ...

• Dashboard Card: AUM by Advisor

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• Version 6.9.0

  Release Date: 7/12/2023 New Features and Enhancements Enhanced the new view of the pop-up Summary Cards to make them easier to dismiss. Enhanced the edit view in Profile Detail fields to focus on the edit in progress. Added the ability to duplicate a ...