Release - Deployed 09/16/2017


  • 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  • Updated client portal system message to notify clients if access in not active or has been revoked.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.
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