Platformplus RMS v1.0.26.01
We’re pleased to announce a new update which includes several improvements aimed at enhancing accuracy, performance, and operational reliability.
Highlights
- Improvements in startup speed
- Distribution emails now zip and encrypt attachments
- Email template has been split out to two fields, to allow easier update of email content
- Brokerage file imports will now fail if either the account name or the account number is missing
- Variable rate fee payments are no longer ignored if the brokerage total is negative
- The ClientID is now displayed on the Client Listing to make it easier to find
- Two new reports have been added
Thanks for using PlatformplusRMS – we appreciate your continued feedback and support.