Version History
Here you can find the changelog of Edge Capital Group since it was posted on our website on 2019-10-11.
The latest version is 1.77 and it was updated on soft112.com on 22 April, 2024.
See below the changes in each version:
version 1.77
posted on 2024-03-01
* Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients
version 1.76
posted on 2024-01-19
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
version 1.75
posted on 2023-12-08
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
version 1.74
posted on 2023-10-27
* RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.
version 1.73
posted on 2023-09-15
* Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
version 1.71
posted on 2023-07-28
* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic
version 1.69
posted on 2023-06-09
* Improved Performance Card to be able to support Additional Benchmark functionality.
* Enhanced loggings to be able to provide additional support for our mobile users.
* Bug Fixes
version 1.67
posted on 2023-04-21
Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks.
Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users.
Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience
version 1.65
posted on 2023-03-03
- Released additional biometrics/security authentication updates
- New Projected Income Card released
- Workflow enhancements and fixes based on user experiences
- API upgrades
- Compliance disclosure updates
version 1.58
posted on 2022-04-23
- Upgraded our allocation and allocation vs target engine to provide quicker performance.
- Bug Fixes
version 1.57
posted on 2022-03-05
- Bug fixes
version 1.52
posted on 2021-09-18
- Added integration with Plaid
version 1.51
posted on 2021-07-30
- New navigation menu redesign
- Statement groupings support
- Bug fixes
version 1.47
posted on 2021-04-26
- Bug fixes
- Performance improvements
version 1.45
posted on 2020-12-12
Added ability to support Report Folder Structure Options
version 1.41
posted on 2020-07-28
--Additional advisor side functionality added
--Bug fixes for user added accounts display values
version 1.40
posted on 2020-06-06
--Added ability to reorder watchlist
--Date range limitations updated
version 1.39
posted on 2020-04-25
- Upgraded graph library to improve data visibility as well as look and feel
- Balance Sheet enhancements
- Fixed timeout bug for portfolio, timeline and vault pages
version 1.33
posted on 2019-11-25
- Update text colors
version 1.32
posted on 2019-11-02
- SSO login webview update
- Timeout issue resolved