Dashboard Card: Net New Assets

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• Dashboard Card: AUM vs Net New Assets

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• Making Mass Changes to Assets

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• Version 8.0

  Release Date: 6/21/2024 New Features and Enhancements A new dashboard visualization card comparing AUM to Net New Assets (AE Portfolio Management integration required). A new dashboard visualization card showing Opportunities Won by Advisor. Net New ...

• Adding New Users

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• 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 ...