December Release

Application Infrastructure

Household Layout Improvements

Social security number and date of birth now readily available on the household overview section. As a compliance requirement users will have to click the 'Show SSN' button in the upper right corner.

Practifi Household DOB & SSN

Raise Cash Workflow Improvement

New raise cash workflow streamlines advisor inputs and removed inefficient steps. Prior to this, users would have to click a new email, select a template, and select the account by account name. Now they can click the Raise Cash button, and the template is already selected with the ability to select the account by account number. All other inputs are now updated via a workflow to ensure all data is populated.

Practifi Raise Cash CTA
Practifi Raise Cash Modal

Digital Experience

Proofpoint Secure email Configuration Update

Configuration update made to send authentication emails from a Trilogy domain, which will mitigate blocked (emails going to SPAM) or delayed emails resulting in an improved digital client experience when receiving secure emails. This was the biggest complaint when referencing poor client experience and not working as expected.

Proofpoint Poll
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November Release