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This enhancement gives client Site users an easy way to be notified and take action on issues with their accounts so that they can self service their own connection issues and have their accounts in proper working order. Read more…
Questions? Andy Stonefield | Releasing August 30th
With this enhancement, clients have the ability to add 3rd party accounts during the Client Portal Onboarding workflow. To make it easier and encourage adding accounts, clients are presented with Add Accounts fields in the onboarding workflow, before going to the home page. This step will allow the client to add multiple accounts, through aggregation or manually entered, while still in onboarding. If the Advisor has not enabled the Organizer feature OR Accounts in the Organizer Configuration in Manage Client Website settings, the client will not see the Add Accounts step at all during Onboarding. Read more…
Questions? Andy Stonefield | Releasing August 30th
Historically, EMX provided only an “all or nothing” option for enabling users to create or modify model portfolios. This enhancement enables advisors to create custom model portfolios without being able to modify “standard” models. To address such requests, three separate options are needed for advisors: (1) Create, modify or delete all model portfolios, (2) Create, modify or delete custom model portfolios but default models are read-only, (3) All model portfolios are read-only. This enhancement modifies the Permissions Page for licensed users to eliminate the all-or-nothing option for model portfolios and separately offer the above options. Read more… Watch Demo: video1279903125.mp4
Questions? Frank Palazzo, Colleen Keast | Released July 26th (calling out in this month’s release because it wasn’t called out previously).
The Budgets improvements released to partners last year is being made available to EMA users on August 30th. This update improves the layout and mobile experience of the Budgets page, with all values and links on the same line for each budget, as well as adding some minor quality of life updates, including: Read more… Internal Fact Sheet
Questions? Allen Shaver | Released August 30th
eLearning is adding a description to every resource within the Help Menu so users can understand what something is before they click on it, reducing the frustration of opening a user guide or video only to realize it isn’t going to help. Read more…
Questions? Jake Carwile | Released August 19th
Enhancements to report a problem workflow for all installs that are using the new Report A Problem workflow associated with SF.com. Read more…
Questions? Allen Shaver | Released August 30th
Check out the full inventory here à Read more…
Questions? Pam Still | Released July 19 – August 22
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