Release 1.4.0 - Deployed 01/20/2018

New Features

  • New Cash Flow Reporting Features. We have added an additional four cash flow reports for greater transparency: an Inflow Report, Outflow Report, Accounts Table, and an Enhanced Cash Flow Report.  Click here for more information.


  • We have updated the Report Builder to reflect the changes made to the Cash Flow Report including the addition of the Inflow Report, Outflow Report, Accounts Table, and the Enhanced Cash Flow Report.


  • Fixed issue in the Prospect Wizard that did not allow the user or client to advance to the next screen if all expenses or goals were deleted.
  • Fixed issues relating to Integrations
  • Various Bug Fixes
  • Various UI Fixes
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