Product Updates & Release Notes

Wealthcraft

• 12.20
• 12.19
• 12.15
• 12.14

Research & Analytics

• Wealthcraft Research & Analytics 26Q2S3
• New Data Points Addition for Custom Views Batch 3
• New Data Points Addition for Custom Views Batch 2
• Custom Data View Enhancement in Investment Screener

Announcements

• Changes to Wealthcraft Services
• Wealthcraft Templates Overview
• Morningstar – Client Review Report
• Morningstar – Suitability Report