7/16/2018 Release

7/16/2018 Release

We've enhanced your AdvisorEngine experience. For you, this means more reporting options, enhanced iRebal syncing, and other minor tweaks to improve usability. See below for the nitty gritty details of this release:

Client Portal

  • Standardized account title display throughout app to include account number
  • Visual updates to Net Worth page for improved clarity and legibility
  • Holdings page updated to show all holdings in a unified list
  • Various performance and stability enhancements

Platform

  • Resolved issue when printing the Electronic Funds Transfer Supplemental Form
  • Enabled the ability to sync iRebal when there are no portfolios
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