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Release Notes – Client Portal

  • 5/2/19 – Added two-factor authentication capabilities and video instructions.
  • 4/29/19 – Turned off Create Task section for clients as it does not send notification to advisors that a task has been created.  We will turn this functionality back on when notifications are enabled.
  • 4/29/19 – Fixed calendar linking problem where scheduling meetings for some advisors was not operational.
  • 4/15/19 – Client Portal Live



Level Financial Advisors
Level Financial Advisors