2025.05.15 | Gateway Release V2.0.56

Created by ACPI Head Office, Modified on Tue, 24 Jun at 12:50 PM by ACPI Head Office

The latest Gateway release is now live. Please see below for a list of relevant advisor enhancements.

Category	Request	Description
4ms	Send French DocuSign email when correspondence selection is French	When IA elects French correspondence for their clients, the DocuSign email will be sent as French correspondence introducing the client to their French package
4ms	Change the minimum data points required when creating new contacts	When creating the contact card you no longer have to enter the address; and only one of primary phone, mobile phone or email address must be entered
4ms	Limit the number of characters when entering asset description in the mixed/partial transfer section	Reduced the number of characters to 45 characters to avoid the description overlapping the 'Full Asset' checkbox.
4ms	Update the menu and display options in the 4ms Account Opening screen	Within this section (formerly called Envelope Status) we've reordered the selection options for client packages and provided additional details relating to each package
4ms	Update the PEP Descriptive Dropdowns	Updated the PEP selection screen to include the description alongside the letter category rather than displaying separately in a legend
Case Management	Update the Case Management screen to include a 'Last Update' column	Advisors may now view when a ticket was last updated/closed by referring to the newly added 'Last Update' column; this replaces the 'Closed' column
Client Portal	Update the accounts page to include 'Income' column at a security level	The client's portal now displays income at a security level when viewing the Accounts page.
Client Portal	Send French notification emails to clients who have elected to receive French correspondence each time a new document is added to a client's portal	We have updated the logic so that the correspondence election at account opening will dictate the language of the email notifications sent to informing clients them that new documents are available in their client portal
Client Portal	Hide the answer to the security question when logging into the Client Portal	The client's portal login screen now hides the typed answer to the security question unless the client clicks on the 'eyeball' to review prior to submitting

Items to highlight:

The client portal has been updated to include an 'income' column which will be displayed at a security level when viewing the Accounts page
We have reduced the minimum requirements when adding a new contact