Performance Reporting Initial benchmarking release for all platform users now showing S&P 500, Bloomberg U.S. Aggregate Bond Index, and MSCI EAFE index on all graphline tabs and Performance Detail tabs. Integrated interface for capture of benchmark ...
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 ...
Updates and Fixes TD Ameritrade Revised user options available for Annuity Transfers to reflect updates at TD Ameritrade. Updated the Duplicate Account Form. Pershing Improved the user experience when Account Owner and Bank Account Owner differ ...
Updates and Fixes Fidelity Added an email notification to a firm’s "all access" user when a token isn't available and API transactions are pending. TD Ameritrade Resolved a case with duplicate Account Workflows Update of Account Transfer Workflow ...
Updates and Fixes Pershing Integration IBD firms on the platform can initiate new Standing Instructions for opened account(s). IBD firms on the platform can initiate new Cash Transfer(s) for opened non-qualified account(s) using an existing Standing ...