In December 2018, we released the Connections Status Report (CSR), giving Admins the ability to view top used connections and the health status for most used connections across their book of business. Since the release, Admin users had very positive reviews and have requested the ability to drill down to the office level to see...
The post Enhanced Connections Status Report for Admin Users: Top 40 Connections and Client Drill Down appeared first on eMoney Advisor Blog.
