Dashboard Card: AUM vs Net New Assets

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• Dashboard Card: Net New Assets

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• Dashboard Card: Firm AUM vs Goal

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• Version 6.8.0

  Release Date: 6/23/2023 New Features and Enhancements Users with the New Record View enabled can now see the new style summary cards and Reminders from the toolbar of an open Action, Opportunity, Insurance, or Asset. Dashboards Visualization Cards ...

• Making Mass Changes to Assets

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• 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 ...