Release Notes September 2025

Feature Updates

• 3 New Data Extracts: Positions, Transactions, Demographics.

• New Parameter for all Data Extracts: File Naming Convention.

• Standardized Data Extract parameter order.

• Created a dropdown menu for the Data Extracts page, allowing an easy way to switch
  between the different types.

• Added a search feature within Admin Settings. User Groups on Add Users to Group
  pop-up.

• Added a search feature within Advisor Shared Documents on Upload Documents pop-up
  for List of Clients.

• Implemented a pre-screen for Data Extract’s filenames to prevent “illegal” characters.

• Implemented a pre-check for all parameters within Data Extracts to prevent extracts
  running without all required entries.

• Created Subfolder level to prevent 2 users simultaneously running the same Data
  Extract.

Bug Fixes

• Fixed an issue deleting Data Extracts that contained errors.

• Automated Data Extracts ran in bulk will now sort by request ID.

• Default values for Dropdown parameters on Data Extracts have been fixed.

• Default values for boolean parameters now display correctly on Data Exports.