We are excited to introduce the most recent update for Data Broker, which prioritizes bolstering overall stability and resolving issues reported by our users. This release predominantly includes fixes and performance enhancements, aimed at providing a more seamless and dependable user experience. Read more below to see how the release can benefit your firm.

Fixes

Addepar

• Resolved an issue where available fields to map were incomplete, allowing bulk data loads to complete with missing information. All fields are now present in bulk uploads.
• Resolved an issue where Asset Classes were not being categorized but grouped into the Other category. All Asset Classes are categorized appropriately.
• Resolved an issue where Household records created duplicates when an external ID was not present. 
• Resolved an issue where Calculated fields for TWR and IRR were not showing data. TWR and IRR are now calculated via Data Broker.

Advent

• Resolved an issue with Advent Integration Field Mappings (Dynamic Mappings) where field names had to match exactly or would not feed in through Data Broker. New mappings will now function without an exact name match.

Black Diamond

• Resolved an issue where the Post to Timeline button was not appearing on Task, Email, and Event records. The button is now visible again.
• Resolved an issue where Asset Class was not updating on Holdings on Financial Accounts. Asset Class is now showing on the Holding.
• Resolved an issue where the Relationship Upload button failed for existing Relationships in Black Diamond. Existing Relationships will now be updated via the Relationship Upload button.

Laser App

• Resolved an error presented when a data load mapping does not exist for Households. Firms will now be able to load LaserApp mappings for Primary and Secondary Contact only.

Modestspark

• Data Broker now supports custom URLs for Single Sign On (SSO).
• Resolved an issue where the Modestspark login button was giving an error and not redirecting. The login button now properly redirects. 

Package 2.1, Release Date January 18, 2024