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