Release Highlights - July through September 2024 iJoin has been updated with the following changes: Franklin Templeton Dynamic Fee Support: Our...
Release Notes
Help Topics
How-To Videos
Product FAQs
Portal Documents
Release Notes
Relius Integration
Documents & Disclosures
2024.2 April – June Release Notes
Release Highlights - April through June 2024 iJoin has been updated with the following changes: LeafHouse/DFA Managed Account with Income Solution:...
2024.1 January – March Release Notes
Release Highlights - January through March 2024 iJoin has been updated with the following changes: New AI Powered Help Widget: For those with access...
2023.2 April – June Release Notes
Release Highlights - April through June 2023 iJoin has been updated with the following changes: Various Page loading improvements have been...
2024.1 January – March Release Notes
Release Highlights - January through March 2024 iJoin has been updated with the following changes: New AI Powered Help Widget: For those with access...
2023.2 April – June Release Notes
Release Highlights - April through June 2023 iJoin has been updated with the following changes: Various Page loading improvements have been...
2023.1 January – March Release Notes
iJoin has been updated with the following changes…
2022.3 October-December Release Notes
Release Highlights - October through December 2022 iJoin has been updated with the following changes: iGPS MAP - iGPS is a new MAP provider option...
2022.2 May-September Release Notes
Release Highlights - May through September 2022 iJoin has been updated with the following changes: Allianz In-Plan Annuity (BETA) - iJoin has been...
2022.1 January – March Release Notes
Release Highlights - January through March 2022 iJoin has been updated with the following changes: MAP Fee Disclosures - New features have been...
2021.4 – December Release Notes
Release Highlights - December 2021 iJoin has been updated with the following changes: MAP Auto Allocation - This new feature allows you to setup a...
2021.3 – October & November Release Notes
Release Highlights - October & November 2021 iJoin has been updated with the following changes: Opt-In MAP - You now have the ability to enable...
2021.2 – April Release Notes
iJoin has been updated with the following changes: iJoin ACT Participation Metric – Based on user feedback, we have adjusted the Active Participation metric on the iJoin ACT analytics platform so that…
2021.1 – January Release Notes
Release Highlights - January 2021 iJoin has been updated with the following changes: Significant Participant Sync Enhancements - We have made...