Bundle agent appointment
Enables the import of Agent appointments from excel files. This Feature was available for early adopters before, but now it available to all accounts.
Account primary contact defaulted with Admin permissions
When new customers sign up via the online registration process, the primary contact automatically becomes an Administrator.
Company PINs available in Annual Statement Letter (e-Sign) email template
Added a new code ‘@CompanyPins’ to the 'Annual Statement Letter' email templates
If the code is present in the email template, then all assigned for company pins will be shown in the email.
Account Manager details available in email templates
Added a new code ‘@AccountManager’ to email templates (both for e-sign and e-mail) that will allow the Account Manager’s name to appear in email notifications.
Document Type available in DocuSign email templates
Added a new code ‘@DocumentType’ in all Docusign email notification templates
Include SMTP error code and the error description into error popup
When SMTP email settings are tested and the test fails, the system will now show a popup with the actual error code and technical description of the error.
Allow apostrophes in XPM Import
When importing trusts from XPM, the logic will allow apostrophes to be imported and will not duplicate trust profiles as part of the import
Enable issue and cancellation of shares for public companies
The feature to issue and cancel shares for public companies is enabled for all accounts.
Estate Planning (Beta)
Estate Planning is available for Beta testing.