Contents
Reporting
Introducing Selective Sync
We know how important data syncs are to your business. These syncs update account and client details that are critical to daily operations. With this release, you can use Selective Sync to update specific client accounts without performing a sync for your entire firm. Because selective syncs calculate and insert less data than full syncs, they finish much faster.
Whether you’ve added a new manual security snapshot that needs to appear in reports or want to refresh an account whose custodian data was not included in the morning sync, Selective Sync gives you more control over your data. It also helps ensure you have the most current information for your clients.
See Using Selective Sync for more details.
Client Portal Enhancements
Mobile app upgrade
We’re thrilled to announce that we’ve redesigned the entire client portal mobile app to deliver a cleaner, faster, and more intuitive experience. Now, instead of signing into a separate app, the client portal website works for any screen size, making it easier to find what you need, no matter what device you’re using.
With this change, the mobile experience looks and works just like the web version, so everything feels the same across different devices. If your device has automatic updates turned on, you’ll get the latest version of the app without doing anything. If not, just go to the Apple App Store or Google Play Store and update the app yourself to enjoy all the new features.
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Accounts page
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Dashboard
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Net Worth
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And more...
Reports look better on mobile and tablet
We're excited to announce that more if your favorite reports are now mobile friendly. This update gives you an updated, responsive experience that feels native to your mobile devices. Whether you're reviewing performance on the go or sharing insights with clients in real time, these updates make it easier to access and interpret data from any device. With this enhancement, you'll notice optimized layout and spacing, intuitive interactions, and improved readability and navigation.
The following reports are now fully responsive for mobile device users:
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Capital Gains report
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Spending report
Previously, these reports were optimized for desktop viewing only, but now they adapt to smaller screens where they feel like a native mobile app experience. This will give you faster workflows, better client conversations, and a more polished experience for you and your client.