Dashboard Card: # of Clients w/ Workflows Completed

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• Dashboard Card: Total Actions Completed w/ Avg Completion Time

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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 7.7.0

  Release Date: 3/20/2024 New Features and Enhancements Informational Contacts may now be promoted to full Records. New columns of data have been added to the Informational Contacts and Relationships Grids. Relationships: AUM, Net Worth, Advisor 1, ...

• Version 6.6.0

  Release Date: 4/28/2023 New Features and Enhancements New Dashboard Visualization cards: # of clients with workflows completed and Net new assets. These cards require an AE Wealth Platform subscription and integrate data from the Wealth Platform. New ...

• Version 7.4.0

  Release Date: 12/12/2023 New Features and Enhancements SSN/TIN is no longer a required field when adding an Additional Participant to a Record. When opening an Action, Opportunity, Asset, or Insurance from their respective workspaces, new Previous ...