Contents
Client Portal Updates
New columns for the Summary report and widget
The Summary report and widget form a cornerstone of your client portal reporting package. To give clients a more detailed view of their key financial metrics, this release introduces additional columns to the Summary report and widget. These updates give a clearer view of both managed and unmanaged assets, helping clients track their finances and plan effectively.
About 30 new columns have been added across these categories, with each including unmanaged and total: