Skip to main content

​
Prepare client holiday gifts with Slanta Claus

Choose gifts for clients in a book, prepare individual or shared card messages, and review mailing details and the order before payment.

​
Add custom fields to manual financial accounts

Track practice-specific account details in manual account forms and filter the account list by those fields.

​
Personalize subjects and sequence tasks with variables

Type { to insert variables in email subjects, sequence SMS messages, and sequence task titles and descriptions. Automation emails also support current-date and spouse or partner values.

​
Keep automation tasks in the current project milestone

Create task links tasks to the current milestone when a project is available. Project tasks cannot repeat. Task triggers can filter by Task title, and date attributes support In 1 year.

​
Arrange books and focus your email overview

Reorder your books from your profile. In All books, use My emails only to focus Important emails on your own mailboxes.

​
Connect Black Diamond with reporting permission

Connect Black Diamond from Reporting settings with Manage reporting connections permission. Addepar still needs to be enabled separately.

​
Preserve more Wealthbox contact details

Wealthbox imports now retain job titles, LinkedIn URLs, and Referred by relationships.

​
Receive data from more DST providers

DST FANmail support now includes Lincoln Financial Group, Brighthouse Financial, MFS Investment Management, and Midland National Life.

​
Review signer phone numbers before DocuSign

When phone verification is required, review or correct the selected signer’s phone number before continuing.

​
Set up Intulse at the company level

Configure the organization API key, extensions, and sending access in the updated phone setup guide. Existing configurations without a key pause sync and sending until a valid key is saved.