Release Notes May 2025

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 ago

• Added 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.