Alex Long

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  • Moneytree Release Notes V2.8

    Release notes for version 2.8 -  04/14/2026 - 11:30 AM ETUpdates are automatic and no action is required from you. Only a momentary disruption is expected at the time of the release. There may be a...

  • Silver Release Notes - v 4.0.762

    Release notes for version 4.0.762 - 4/7/2026 - 11:30 AM ETUpdates are automatic and no action is required from you. Only a momentary disruption is expected at the time of the release. There may be ...

  • Advise Release Notes - v2.0.253

    Release notes for version 2.0.253 - 4/7/2026 - 11:30 AM ETUpdates are automatic and no action is required from you. Only a momentary disruption is expected at the time of the release. There may be ...

  • Moneytree Release Notes V2.7

    AddendumRelease notes for version 2.7.0.27 - 02/09/2026 - 11:30 AM ET Due to problems with report generation after the release of Moneytree version 2.7, the application was rolled back to version 2...

  • Moneytree Release Notes V2.7

    AddendumRelease notes for version 2.7.0.27 - 02/09/2026 - 11:30 AM ET Due to problems with report generation after the release of Moneytree version 2.7, the application was rolled back to version 2...

  • Moneytree Release Notes V2.7

    AddendumRelease notes for version 2.7.0.27 - 02/09/2026 - 11:30 AM ET Due to problems with report generation after the release of Moneytree version 2.7, the application was rolled back to version 2...

  • Silver Release Notes - v4.0.761

    Release notes for version 4.0.761 - 1/27/2026 - 11:30 AM ETYou will be prompted to update upon starting Silver Financial Planner. If you do not see a prompt, you can download the latest standard ve...

  • TOTAL Planning Suite Release Notes - v5.0.839

    Release notes for version 5.0.839 - 1/27/2026 - 11:30 AM ET You will be prompted to update upon starting TOTAL Planning Suite. If you do not see a prompt, you can download the latest version of TOT...

  • Advise Release Notes - v2.0.252

    Release notes for version 2.0.252 - 1/27/2026 - 11:30 AM ETUpdates are automatic and no action is required from you. Only a momentary disruption is expected at the time of the release. There may be...

  • Merit Release Notes - v1.4

    Release notes for version 1.4 - 1/27/2026 - 11:30 AM ET Updates are automatic and no action is required from you. Only a momentary disruption is expected at the time of the release. There may be ab...