Just Shipped: Performance Report Builder v1
Generate branded, custom-configured performance reports directly from the Dash, with full control over households, accounts, date ranges, and the sections that matter. Plus faster generation time and more details like unrealized gains in both dollars and percent.
- Pick your scope: Choose any household, drill down to specific accounts, and set date ranges: Past Month, QTD, YTD, All Time (custom dates coming soon).
- Build the report you actually want: Toggle exactly which sections appear. The list keeps growing as we pull more from our infrastructure and custodian layers.
- Export & show your impact: Export as a polished PDF straight from the builder. Transactions are designed to surface advisor activity within the report itself, making it easier for clients to see the value being delivered.
COMING SOON: Publish to client dashboard | Save configs per household | Benchmarking & goals sections | Tax-harvesting opportunities
Just Shipped: Task Attachments Upgrade
Adding context to tasks just got a lot faster. You can now paste images and screenshots directly into tasks, or drag-and-drop files onto any existing task or a new comment.
- Paste images and screenshots directly into tasks, no extra steps.
- Drag-and-drop or upload attachments onto existing tasks.
Perfect for money movement requests, record updates, or anything where a quick screenshot saves a back-and-forth.
Also Shipped: Interface Improvements
Small changes, big difference. These updates make your experience faster to navigate, easier to scan, and more consistent end-to-end.
● Advisor dashboard refresh: Refined typography, breadcrumb navigation, rebuilt accounts table, and smoother page loading throughout. No new workflows, just a cleaner, more intuitive experience as you move through your day.
● Marketing Center Refresh: Cleaner layout, front-and-center search, tidier request tracking, and a more intuitive asset library.
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