Platform v1.34.18 — Admin View As, Milemarker Workflow Delegation & Page Builder

Platform v1.34.18 — Admin View As, Milemarker Workflow Delegation & Page Builder

New

  • Admin View As — a new dropdown on pages lets admins impersonate any user directly from the page builder, without leaving the current view

  • Milemarker Workflow Delegation — Org Admins can now submit workflow forms on behalf of an advisor

  • Public Page Layout Builder — grid and column size picker now available for drag-and-drop layout building on public pages

  • HTML Elements in Page Editor — HTML elements are now supported in the page layout editor

  • Release Version Display — the admin panel now shows deployed frontend and backend version numbers

Improved

  • Mobile Header Logo — favicon replaces the full logo on mobile and iPad for better navigation real estate

  • Investment Solutions Background — now uses the global branding background image instead of requiring a per-page upload

Fixed

  • Login Screen Mobile Layout — login screen now renders correctly on mobile devices

  • Trade Center Button Color — Launch Trade Center button now correctly uses the firm's secondary brand color

  • Investment Center Group Art — fixed background image sizing issue that was rendering at 70% instead of full size

  • Milemarker Workflow Request Details — info now shows correctly when a field label has been renamed

  • Milemarker Workflow Snowflake Prepopulation — fixed null value handling in Snowflake default value prepopulation

  • Milemarker Workflow DCR — Multiple Submission — DCR workflows now allow multiple submissions when the Global UUID column is blank

  • Milemarker Workflow Request Details — fixed incorrect data format displayed in the Details tab

  • User Impersonation — Staged Users — fixed error when attempting to impersonate users in "Staged" status

  • Datatable Element Refresh — fixed inconsistent metric refresh behavior on datatable page elements

  • Trade Instructions Sort — Trade Instructions table can now be sorted by Submission Date

  • Scorecards — Advisor Permission Filtering — advisors now see only their own metrics in Scorecards, not team-wide data

Ready to Connect Your Stack?

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Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?

30-minute consultation on your data strategy and requirements.

Watch a walkthrough of the platform in action.