Dashboard Card: Upcoming Client Reviews

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• Dashboard Card: Client Demographics

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• 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: Upcoming Actions by Employee

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• Version 7.0.0

  Release Date: 8/31/2023 New Features and Enhancements Contact info for phone number, email, and socials can now be edited at the same time in the Profile Details section of the Record. Record fields that are required are now labeled with * to ...

• Version 7.1.0

  Release Date: 10/3/2023 New Features and Enhancements Person names on summary cards now display with formatting entered rather than all caps. Edit All has been enabled for Mailing Address contact info. New alert types in the Schwab integration are ...