Celebrating 31 Years of Client Service in 2026

Release Notes February 2024

February 29, 2024

Feature Updates

- Ability to enable the My Profile window, located under the email dropdown.
- Permits the end user to change Name, notification settings, or adjust MFA functions, if enabled in your company environment.
- Create customized access through permission by role.
- My Profile Rules within Admin Settings > Style Settings. Enable or disable any of the My Profile features.
- *Reach out to our Support team to learn more and enable this feature.*
- Updated font in all dropdown menus to be the selection in Admin Settings > Style Settings > Font Settings > Website Font.

Related CSSI service paths

Investment client reporting portal

Secure report packages, document vault access, dashboards, and repeatable client delivery workflows.

Secure document vault for RIAs

A controlled client document retrieval workflow for firms moving sensitive files out of email.

Business Areas

PortalPatch Notes

Content Type

Product Update

Topics

Security & ComplianceUser ExperienceUpgrades & Migrations

If this insight points to a bigger project

When the issue here turns into a real delivery, reporting, or infrastructure decision, the Portal+ overview page is the best place to keep going before you talk with us.