Change: The Firm TA Dashboard widget app allows a firm to view the status of work items related to an advisor's transition to or from the organization. The Rep TA Dashboard widget app allows a financial professional to view the status of work items related to their transition to or from a particular firm.

Benefit: Users can easily track the transfer progress.

Change: The eSubmit 2.0 app gives the Advisor a simplified way to submit business to the back office by client searching capability along with any applicable notes.

Benefits:

• Client Search functionality

• Advisors ability to add notes

Change:  The TRACKR app allows you to send disclosures and document the recommendations you provide to clients and prospects.

Benefit: It is much easier to provide disclosures and keep track of the recommendations you make to clients and prospects.

Change: The Work Item Status app displays a list of Work Items and documents associated with a CRM contact.

Benefit: Users can quickly review all Work Items/Documents related to a selected CRM contact.

Change:  Updated SIGNiX CIP action looks at the CIP namespace when configuring the XML file.

Benefit: Updated SIGNiX CIP action now can be used in sites with both old and new namespaces.

Change: Added Orange Arrows to the signature line of forms. These arrows can disconnect the signature field from the rest of the form.

Benefit: Orange Arrows allow users to change the signer to an authorized individual without changing the owner details elsewhere on the form. This allows users to easily complete forms shared between individuals and entities.

Change:  Added a new Application preference that shows the client or company name in the header.

Benefit: It is easier for users to identify the client or company linked to the Work Item.

Change:  Tokens refresh automatically as long as the user is within the 90-day refresh period.

Benefit: Users no longer have to manually refresh their token every hour.

Change:  Resolved an issue where client folders were incorrectly updated after creating related work items with three through the Tracker BI app.

Change: Added a new attribute to the registration type domain to further categorize whether a registration type is Qualified or Non-Qualified. Additionally a new domain was added to be used as a reference for this attribute. This can be used for validations or additional filtering in DSP apps.

Benefit: This feature helps the user distinguish between qualified and unqualified registration type.

Change:  Signix has a new authentication method that allows SMS verification without the need for a password.

Benefit: Improved user authentication, making the connection faster and more convenient for the user without compromising security.

Change: Resolved issue with Pershing SOAP API security change.

Change: Resolved an issue where Legal Country & Address Line 2 did not get copied in Frost Preprod site.

Change: Resolved issue when Combine & Print button within work item client documents appeared in all work item statuses, not just when the work item had a Transition Complete status.

Change:  Resolved issue when exporting all fields from the Dashboard, resulting file contains information about work items that are assigned to another user.

Change: Resolved an issue where a user got an error message For input string: "" on Work Item Details or Creation pages and didn't see the Reject Reason Codes table when creating a new work item.