Welcome to the latest release notes for November 2023! As we continually strive to improve and provide our users with the best possible experience, we're excited to share the newest features, enhancements, and fixes we've implemented. We appreciate the feedback and insights from our dedicated community which play a significant role in these updates. Dive in to see what's new and how our most recent changes can benefit your firm. 

This release will happen automatically and does not require a package or solution update from your firm. Note: Under certain circumstances, some firms may notice duplicate accounts. If that does occur, please enter a ticket with our Support Team. 

Features

Black Diamond

• The first foundational updates for Bulk Update of Contacts from Elements into Black Diamond will be built into Data Broker. We will release updates in installments and all three installments will be necessary for the bulk update to function. This is the first installment which will change the format of the Salentica Data Broker ID. All three installments necessary for Bulk Update of Contacts are expected to be released by January 2024. 

Here is a model of what the new External ID may look like with this update.

• Post to Timeline button now allows Events to be posted to Black Diamond Timeline
  • Previously, this functionality was only available on Tasks
  • This does require adding the Consolidated button to the Event object
  • The Event's Subject and Description will pass through to the Post Editor in Black Diamond

Innotrust

• The first foundational updates for Bulk Update of Contacts from Elements into Innotrust will be built into Data Broker. We will release updates in installments and all three installments will be necessary for the bulk update to function. This is the first installment.

MoneyGuidePro Salesforce Integration

• A Consolidated Button is now available to integrate with MoneyGuidePro. 
  • The Upload to MoneyGuidePro button will cause MoneyGuidePro to accept Salentica's HouseholdID and authentication, and will then call back to our APIs and get all the data about that household.
  • If the household is new, you will see a screen asking to link this household to an existing plan in MoneyGuidePro or create a new one.

  • If the household exists, it will update the plan data and take the user to the dashboard page for that client.

Fixes

Multiple Integrations

• Resolved an issue with scheduled jobs not running for Orion and Tamarac.
• Resolved an issue with records without an external ID being duplicated. For example, a financial account created first in CRM and then imported from the Portfolio Management System or Portfolio Accounting System might be duplicated as there was no External ID stamped upon the creation of the account. Duplicates will no longer be created if there is no External ID on a record.

Black Diamond

• Black Diamond bulk data loads will no longer run on holidays (US Market-based holidays).

Schwab (Beta)

• Resolved an issue with multiple bulk data integrations on a single record. Previously, the Schwab integration created duplicate records of accounts already feeding in from the Portfolio Management System (PMS). It will now only update the accounts that are feeding in from the PMS.