New Features
- Workstreams
Workstreams help you manage and track key business processes within Wealthcraft, ensuring activities are completed consistently and efficiently. Whether you're carrying out an annual review, onboarding a new client, or managing client administration tasks, Workstreams provide a structured way to record progress, complete checklists and maintain an audit trail.
- Fact Find - Hide Inactive Document Types
Inactive document types are now hidden from the Verification section in Engage, ensuring only active options are displayed for a cleaner and more intuitive experience.
- Title Pronoun 'Mx' Added on the Option List
We've introduced "Mx" as a title option for Member and digital Fact Find records, providing users with an additional title selection.