What's New- Product Updates

September 2, 2024

New Features / Enhancements

1. New signing order for the eSignature Recipients.
2. Set Expiry Date for eSignature Requests
3. Enhanced tracking and seach functions

Bug Fixes

 

August 23, 2024

New Features / Enhancements

1. Assign primary professionals to clients in bulk
2. Various filters to view clients according to their primary professionals

Bug Fixes

1. Improve performace of XPlan connector APIs

 

August 8, 2024

New Features / Enhancements

1. A new Life Goals section has been introduced in the updated client portal views.
2. Life Goals Summary Report is now available.
3. Life Goals can now be synced with Xplan.

Bug Fixes

 

August 1, 2024

New Features / Enhancements

Bug Fixes

1. Improve performace of document connector APIs

 

 

July 25, 2024

New Features / Enhancements

1. Error messages after new client import and data import is failed from Xplan.
2. Disconnecting myself as a co-owner from the account

Bug Fixes

 

 

 

 

July 9, 2024

New Features / Enhancements

1. New filters for Tasks in Client portal 
2. Sort ' Status' and 'Due date' Columns Ascending/Descending in Tasks
3. Filter Wealth reports by Ownership

Bug Fixes

 

 

 

 

July 1, 2024

New Features / Enhancements

1. New client portal Views
2. Partner portal release to update/change views for clients in client list
3. Updates to Mobile App confiuguration Page 
4. partners can Bulk change to client views
5. Clients do not have the option to close rooms

Bug Fixes