2018.2 Advisor Release

By | 07/09/2018
Advisor Release 2018.2 is now available!

This release brings many enhancements to Advisor & Anywhere including:

  • Anywhere Workshop-a new Anywhere module!
  • Ability to add matching & non-matching payments in the same step.
  • New filter in security window to narrow permission by module.

See documentation library for more information.

Questions?
Please contact Product Support at 614-430-0355, Option 3 or Productsupport@primarysolutions.net with questions.