New filters in the Client Portal

Similar to the new filter layout in your adviser sites, we’ve upgraded the Client Portal to add a lot of new filters and change the look and feel to be cleaner.

The areas upgraded with new filters are:

📎 Documents

🟡 Actions

💬 Conversations

📈 Plans

✈️ Goals

Your clients will now be able to sort their portal pages much more easily!

Next up, we have some changes to Income Reconciliation filters:

Income Rec Improvements

We’ve made some general improvements to the filters in the Income Reconciliation area, and have reinstated the search bars that we took away with the filters overhaul earlier on.

Conversation Reacts ❤️

You and your clients can now react to conversation threads with up to four emoji reactions we’ve added to the adviser site and client portal conversations area.