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Portal - Release Notes

Portal Release Notes

Latest Release

2020



October 2020

IPO Subscriptions
You can now subscribe to HK IPOs from Portal. For more information, on HK IPO Subscriptions, click here.

August 2020

Required Minimum Distribution (RMD) Calculator
Clients now have the ability to calculate the Required Minimum Distribution (RMD) for all RMD-applicable Individual Retirement Accounts (IRAs). This calculator will show the total withdrawn amount to date and the remaining amount to withdraw.

July 2020

Monthly Fees computed from monthly statement balance
Advisors have the option of charging monthly fees where the amount is computed from the end of month balance only.

June 2020

Money Manager Client Assignment
In Advisor Portal, Wealth Managers now have the option to assign which clients should be assigned to the Money Manager, along with which trading permissions to assign.

April 2020

Mutual Fund Dividend Payout Election
You now have two payout options for your mutual fund dividends. You can either reinvest or receive cash for all your dividends and capital gains.





Release Notes Archive


November 2019
  • CRM Workflows - Adding Stages to Tasks
    To better organize tasks, clients may now add stages to tasks. Stages can be assigned to different users and associated with different prospects / clients.
August 2019
  • Goal Tracker
    Available in Advsior Portal, Goal Tracker is a planning tool that projects the hypothetical performance of your client's portfolio and monitors how likely they are to achieve their financial goals.
July 2019
May 2019
March 2019
February 2019
January 2019