Release Notes May 2025
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Release Version: CP 1.4.0.5, CPO 1.1.7.4
Report Updates
Added new generic date options-
o toda: Today
o ed3m: Ending day 3 months ago
o ed4m: Ending day 4 months ago
o ed5m: Ending day 5 months ago
o ed6m: Ending day 6 months ago
o ed7m: Ending day 7 months ago
o ed8m: Ending day 8 months ago
o ed9m: Ending day 9 months agoAdded description column to generic dates
Feature Updates
Created a Demographics table UI under the Data dropdown menu
Updated the list of client’s user search within Advisor shared documents to be
alphabetically listed and live update as the user types.For users with only one household linked and Portfolio enabled, they will now be loaded
directly into the Data Visualization tab.
Bug Fixes
For Data extracts, fixed a front-end display issue for the parameter sort order.
Added patch for intermittent issues with deleting Data Exports.
Fixed an issue causing an empty row to appear in Household Managements screen.
Related CSSI service paths
APX SSRS reporting support
Operational support for recurring APX SSRS output, packaging rules, and delivery exceptions.
SSRS reporting for financial services
Custom SSRS report development for household, portfolio, performance, and risk reporting.
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.
