by Jill Feiler on Dec 26, 2022 4:24:00 PM
Feature Releases
New Statement Type shows transaction details along with folders
Summary statement includes a transaction detail table which will be optional per FI.
Coming Soon
Ability to add a second name line on a beneficiary in subacct
While creating a new subaccount as well as on the Edit functionality on the sub dashboard a second name line can be added to the sub so as to represent surrogates.
