Release Date: April 5, 2025

New Features

• Manage Filters to be available for all user roles. All users will be able to create, edit, and delete their own report filters with this feature.

  

   
  Users will be able to use their own filters plus any filters set to available to all roles by their Client Administrator.
   

  

   

  

   

Defects/Technical Updates

• We've fixed a defect that prevented the threshold of invalid login attempts from resetting upon a successful login. Users will now only be locked out of their account if they have 5 invalid login attempts in one session.
   
• Dollar Amount per Unit fee rules will now allow up to 8 decimal places. 

  

   
• Gain Acct, Income Acct, and Invest Acct fields have been added to the Profile Data dataset for User Defined Reports.

  

• Fixed defect that wasn't allowing investment manager activity import files to be deleted. These files can now be deleted under Accounting > Delete file activity.