Celebrating 31 Years of Client Service in 2026

Release Notes November 2023

November 30, 2023

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Feature Updates

- Updated email template variable {{name}} to reference user’s name that is receiving the document for ad hoc notifications
- Added two new font selections in Admin Style Settings: Muli and Roboto
- Improved compression ratio for packager PDFs to reduce overall file size, while keeping ability to edit text in Adobe

Bug Fixes

- Resolved inconsistencies with single document notifications for:
- Households
- Your Documents
- Advisor Shared Documents

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

User ExperiencePerformance Optimization

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.