- Updated system message when entering a negative custom return
- Additional disclosures added to several sections in Client Portal
- Disable option to remove disclosures in the report builder
- Updated client portal system message to notify clients if access in not active or has been revoked.
- Manual contributions fixed issue with the save function.
- Fixed issue with incorrect annual distribution showing in SSR plan in Orion portal.
- Fixed link error in the Plan marginal taxes tab that appeared when there was no plan income.
- Fixed issue with managed account status appearing with accounts that are manually created in the plan wizard.
- Fixed a bug that was not invalidating plans when a new allocation/Taxes were added.
- Various UI fixes.