Release 1.2.1 - Deployed 3/8/2014



  • Issue adding Legacy Goals and Long Term Care Calculators
  • Account Tax Category Drop Down Menu did not Collapse Correctly
  • Dependent DOB was being used Incorrectly on Certain Timelines
  • Firm Level Access - Ability to View Other Advisors’ Client Alerts
  • Re-Upload Document Feature in Document Management Tab
  • Bug when Saving the Alerts Digest Option
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