Updates

  • Add Deceased Individual to Trust (Dashboard) - Institutions can now add a deceased individual to a trust directly from the dashboard to accurately reflect trust ownership and account structure.

  • Activity Trail for Auto-Approved Beneficiaries. Added a new activity trail state that logs when a beneficiary is automatically approved, improving visibility  of beneficiary actions.

  • Spanish Translation Support in Product CMS. The Product CMS now supports Spanish translations, allowing institutions to configure and display product content in Spanish.

  • Streamlined Account Funding - When selecting “Fund account” from an individual account on the onboarding page, members no longer have to re-select the account they would like to fund from.