Celebrating 31 Years of Client Service in 2026

Release Notes September 2024

September 30, 2024

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Feature Updates

- New Report Grid Layout
- All Standard and Custom reports have been moved to “Run Reports”. This grid makes it easier to search for any available SSRS Reports using the text filters, or select a particular Report Style through the drop down in the top left.
- Click “Run Report” on the right-hand side to launch a new browser tab with the selected report.
- Refresh to the Widget Homepage to stay consistent with different font choices and browser widths. The previous link grid has been replaced with buttons.
- When creating a Folder in the Shared Document Vault areas, the Group Permissions dropdown menu will now only show populated User Groups.

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

Feature AnnouncementProduct Update

Topics

Dashboard Creation

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