June 28, 2024
New Features / Enhancements
- New Documents folders structure in Mobile Apps.
- New task creation and editing view
- Folders & documents bulk action move.
Bug Fixes
June 8, 2024
New Features / Enhancements
- New UI for eSIgn upload Document request from partner portal
- New UI for Partner portal upload documents, Can upload multiple documents at same time
Bug Fixes
May 30, 2024
New Features / Enhancements
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Bug Fixes
1. XPM Disconnection: When XPM has rejected connection request, XP does get disconnected under Advanced search
May 24, 2024
New Features / Enhancements
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Bug Fixes
1. Bulk import with 7k+ clients and no screen freeze now
May 16, 2024
New Features / Enhancements
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Bug Fixes
1. Xplan - doc syncing with multiple documents now will sync in order and reflect sync correctly
2. Bulk Imports:
-issue with multiple first or last names on import now corrected allowing import
-issue with client address (State) showing incorrectly now resolved
3. Doc uploads - Error on reminder bell for uploaded documents -now resolved
May 9, 2024
New Features / Enhancements
Notification for Docs uploaded by client - takes the financial professional to the Uploaded Docs section from the notification
Bug Fixes
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May 2, 2024
New Features / Enhancements
Bug Fixes
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