June 21, 2021
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New Timeline event prompted when group status is changed to ‘Terminated’
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Group size selection range expanded for report generation
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New C.A.L.E.B Insight added for Retirement Plan Default Fund
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New C.A.L.E.B Insight added for Deferred Profit Sharing Plan
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New C.A.L.E.B Insight added for Health Care Navigation
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Plan Insight report updated to include Health Care Navigation
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New Group Status ‘Prospect Closed/Lost’ added
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New Primary Industries added: Cannabis, Law Firms, Software / Technology, Post-Secondary Education, Non Profits
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Minor Bug Fixes
CloudProvider
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Last Modified On and Modified By on Rates Page
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Providers can search and allot Advisor Firms for their exclusive solutions
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Minor Bug Fixes
General
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Minor Bug Fixes
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