May 03 2019
- 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