November Release

Application Infrastructure

Household Member Organization

Household members are now sorted with the Primary member list first, followed by Spouse, and then Dependents.

Practifi Household Order

New Orion Total Assets Under Management Field

New field provides the total assets by household as of prior night's close.

Practifi Orion Total AUM

Task Transparency

New My Team's Tasks provides transparency across all team members on tasks created by or assigned to their team.

Practifi My Team Tasks

Prospect Field Enhancements

Policy Coverage and Risk Profile sections are now available to update on the Prospect record. Redesigned the layout of the Overview section to match the Client record.

Practifi Prospect Household
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December Release