We are excited to present Data Broker Release 25.4, which includes important updates to our Data Broker Configuration tool and a new tool for sharing your valuable feedback. Review the release notes to see how these updates can benefit your firm.
This is an automatic update, without a manual package or solution update completed by your firm. You must be on version 2.25 to access all available features and functions. Contact our Support team for assistance.
Enhancements
All Integrations
Receive Email Alerts for Errors & Warnings on Bulk Uploads
Stay in the loop with new email alerts. Users with access to Data Broker's Configuration can now add email addresses to receive email alerts for error or warning messages in the Data Broker bulk upload logs. Under the Data Integration Log, at the bottom of the screen, click the Recipient Email Addresses button. Enter the Email Address, click Add and click Save Email Addresses.
Once your daily bulk upload is complete, depending on when your firm has scheduled it to run or if run manually, email alerts will be sent to any saved email addresses. You will receive a single summary email to alert you of any error or warning messages for the job.
Sample Email Alert
E-pinion Feedback Tool
Got a spark of genius? We want to hear it! Our new E-pinion feedback tool lets you share your brightest ideas for Elements. Anywhere you see the Data Broker controls in CRM, you will find the new Send Feedback button. Click the button, enter a brief note and Submit. We will review all submissions received.
Note: These two features will be available automatically within a few weeks of the release. If you would like access before this, please contact our Support team for assistance.
Multiple Integrations
Black Diamond
Innotrust
Last Upload Field Mapping
For firms using Black Diamond and/or Innotrust integrations for Contact Sync, we have added a Last Uploaded field mapping under Data Mappings. This field can also be added to the Contact page layout to view the date and time the record was last uploaded by Data Broker.
Black Diamond
Import Black Diamond Custom Fields on Relationship
You can now import Custom Fields you create in Black Diamond on the Relationship into Elements. Importing the fields will require mapping in Data Configuration and updating the page layout to view the new fields in Elements.
Non-Primary Portfolios now Assigned to Relationship
Previously, only the portfolio designated as primary in the Black Diamond relationship would be assigned to the correlating relationship in Elements. Non-Primary portfolios would need manual assignment to the associated relationship in CRM. Now, the non-primary portfolios will automatically be assigned to their associated relationship without manual intervention.
Exclude Relationships from Elements
You can now determine which relationships in Black Diamond are imported into your CRM. Now, you can use the Custom Field, ExcludeFromSalentica, set to true, on the Relationship in Black Diamond to prevent the relationship from importing and updating in Elements through the daily bulk upload process.
Fixes
Multiple Integrations
Resolved an issue where new accounts were created although the IgnoreNewAccounts flag had been set.
InnoTrust
Resolved an error uploading a single new contact. Previously, when a single new contact with a new address was uploaded, an error occurred.
Orion
Resolved an issue with duplicate accounts created if an external ID was missing.
Schwab
Resolved an issue with new accounts not being created when an associated relationship was not identified.
Solution 2.25
Release Date: July 25, 2025
