Account Management Release Notes 2019

Portal Release Notes


November 2019
  • CRM Workflows - Adding Stages to Tasks
    To better organize tasks, clients may now add stages to tasks. Stages can be assigned to different users and associated with different prospects / clients.
August 2019
  • Goal Tracker
    Available in Advsior Portal, Goal Tracker is a planning tool that projects the hypothetical performance of your client's portfolio and monitors how likely they are to achieve their financial goals.
July 2019