New Features
- Add Managed Accounts list in Fact Find Review and Sign Off and PDF report
Managed Accounts added under the Client Group are now displayed on the Review & Sign Off page and included in the completion PDF report, providing a complete record for compliance purposes.
- Initial Level of Risk included for Legal entities
You can now select an Initial Level of Risk for Member records with the Legal Entity record type.
- Character limits have been aligned between Fact Find and CRM
Character limits for corresponding fields in Fact Find and CRM have been standardised, providing a consistent experience when entering and maintaining client information.
- Make assigned Advisor as a default owner of any New ID Compliance record created on Member record
Automatically assign ownership of member-level Compliance ID documents in Wealthcraft to the corresponding assigned advisor.
- Add "+ Recommendation" button under Account section
Allow users to create a Recommendation record directly from the Accounts form.
- New Roles with delete permission have been introduced for users who require elevated access
Created enhanced versions of the following roles with delete permissions:
Advisor – with delete permission
Business Admin – with delete permission
Office Manager – with delete permission
Remuneration Admin – with delete permission
- Company Year-End Month field added for Legal entities
Introduced a dropdown field to store the financial year-end month, improving data completeness and enabling better financial tracking and reporting.
- Enable "3rd Parties" Table for Email Recipient Selection
Latest update will allow users to select 3rd Party record as recipient in the Email creation in the Timeline.
- AI Summary details on Client Group have been configured to show more relevant details at a glance (to be released in phases)
Users are now able to configure the AI-generated Client Group summary
- Add “Agency Code” Free Text Field on Account Level
Introduced a new field at the Account level. This field is intended for future use by the Data Feed team. For the current phase, it will function purely as a locked text field without any validations or integrations.
Bug Fixes
- Contribution details for provider Allan Gray not displayed on Wealthcraft has been resolved