WealthServ UAT Rebuild – Known Issues
Known Issues Updates
Last updated June 26, 2025 9:45 AM EST
WealthServ Insurance
| Module | Issue | Status |
| Admin | COS roles are not being saved Admin > Employee Management > select an Employee > Edit | Resolved |
| Admin | Impersonation not working Admin > Employee Management > select an Employee > Edit | Resolved |
| BackOffice | Backoffice Head Office Logins testing still in progress. | Resolved |
| BackOffice | New assistant are not showing on the assistants page Process > Assistant > new | Resolved |
| Admin/BackOffice | Unexpected redirect to login/desktop – mutliple areas | Open AGMGT-1818 |
| Reporting | Reporting – DataMine and Crystal Reporting not 100% functional | Resolved |
WealthServ Investments
| Module | Issue | Status |
| BackOffice | System login – Customers are not able to login to the application currently | Resolved |
| Reporting | DataMine, Ad Hoc and Crystal Reporting not 100% functional | Resolved |
| Tools | Forms Depot not functional | Open AGMGT-1819 |
| Settings | Fund Facts not functional Settings > Dealers > Select Dealer > Documents tab > Add not functional Settings > Rep > Select your rep, select Referrals tab > Settings Reps > Select Rep > Emails tab > Send Email button not functional Settings > Groups > not functional |
Open AGMGT-1821 |
| Organizer | Organizer > Client > AML Checks button > not functional Client > Select Client > Complaints button > Select Complaint > Details Button > Document button > not functional Client > Select Client > Details tab > Fund Facts button > not functional Client > Select Client > Plan tab > Select Plan > Fund Accounts button > Select Fund Account > Transactions > Enter Purchase button > Enter Details of trade > Submit not functional |
Open AGMGT-1820 |
| Rep | Document Upload not functional | Resolved |
| Clients | Client > Documents tab > add not functional Client > Plan > Select Plan > Documents > Add not functional |
Resolved |
