New Features
- Add Managed Accounts list in Fact Find Review and Sign Off and PDF report
- Initial Level of Risk included for Legal entities
- Character limits have been aligned between Fact Find and CRM
- Make assigned Advisor as a default owner of any New ID Compliance record created on Member record
- Add "+ Recommendation" button under Account section
New Roles with delete permission have been introduced for users who require elevated access
- Company Year-End Month field added for Legal entities
- Enable "3rd Parties" Table for Email Recipient Selection
- AI Summary details on Client Group have been configured to show more relevant details at a glance
Bug Fixes
- Contribution details for provider Allan Gray not displayed on Wealthcraft has been resolved