November 30, 2024
New Features / Enhancements
- Required Multi-Factor Authentication for all myprosperity users with New Options Being Introduced. Click for more information
Bug Fixes
October 24, 2024
New Features / Enhancements
Bug Fixes
- Enhanced the functionality of the client view refresh page.
- Resolved issues related to staff accounts created without a comprehensive firm view.
October 3, 2024
New Features / Enhancements
- The process for removing staff members has been simplified for your convenience.
Bug Fixes
- Updated branding for To-Do notifications for a more cohesive experience.
- Ensured that if a recipient declines the eSignature for a document, the status of other recipients remains unaffected.
September 2, 2024
New Features / Enhancements
- New signing order for the eSignature Recipients.
- Set Expiry Date for eSignature Requests
- Enhanced tracking and seach functions
Bug Fixes
August 23, 2024
New Features / Enhancements
- Assign primary professionals to clients in bulk
- Various filters to view clients according to their primary professionals
Bug Fixes
- Improve performace of XPlan connector APIs
August 8, 2024
New Features / Enhancements
- A new Life Goals section has been introduced in the updated client portal views.
- Life Goals Summary Report is now available.
- Life Goals can now be synced with Xplan.
Bug Fixes
August 1, 2024
New Features / Enhancements
Bug Fixes
- Improve performace of document connector APIs
July 25, 2024
New Features / Enhancements
- Error messages after new client import and data import is failed from Xplan.
- Disconnecting myself as a co-owner from the account
Bug Fixes
July 9, 2024
New Features / Enhancements
- New filters for Tasks in Client portal
- Sort ' Status' and 'Due date' Columns Ascending/Descending in Tasks
- Filter Wealth reports by Ownership
Bug Fixes
July 1, 2024
New Features / Enhancements
- New client portal Views
- Partner portal release to update/change views for clients in client list
- Updates to Mobile App confiuguration Page
- partners can Bulk change to client views
- Clients do not have the option to close rooms
Bug Fixes