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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 ...
Version 6.2.0
Release Date: 12/15/2022 New Features and Enhancements Email addresses on Profile Details have been given more room to avoid being truncated. You can now change the Belongs To when editing a Contact Information item. Profile Details will now remember ...
Version 8.3.0
Release Date: 9/18/2024 New Features and Enhancements Total Actions Entered dashboard visualization card now has a YTD filter. Issues Resolved Resolved a case where the extended menu options were missing from certain workspaces. When using Return to ...
Version 8.2.0
Release Date: 8/21/2024 New Features and Enhancements Refreshing the Dashboard page now stays on the same dashboard view prior to the refresh. Issues Resolved Resolved a case where users could not create a new Webform. Resolved an issue with ...
Version 8.4.0
Release Date: 10/15/2024 New Features and Enhancements New Dashboard visualization cards have been added: Opportunities Won by Quarter and Opportunities Won by Month.