9/21/2020 Release

9/21/2020 Release

Enhancements

  • Fidelity
    • Firms can now enable or disable the retrieval of documents from Fidelity using a toggle in the Firm section of Run Business > Firm Profile.
      • Documents will appear in the client document lists both in the Platform and on the Client Portal.
      • Users of the Client Portal will receive an email notification whenever new Fidelity documents are made available.
    • On the Platform, withdrawl requests can now be added during and after account opening.
    • In the Client Portal, clients can now add withdrawl requests during account opening.
    • In the Client Portal, clients can add one-to-many account transfer orders as part of account opening.
  • Entire Platform
    • Firms can now customize order routing instructions for best execution by designating minimum share or dollar amounts that will be sent to a trading desk. By default all orders are routed for electronic execution.
    • Resolved an issue where Banking ABA (Routing) numbers weren't properly validated against minimum and maximum character lengths. Users see messaging when length requirements aren't met.
    • Firms can now export subsets or full contact and client data to a CSV spreadsheet file.

    • Related Articles

    • 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 ...

    • 1/20/2022 Release

      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 ...

    • 10/3/2018 Release

      This release brings additional security for Batch File processing, enhancements to the Orion Integration and Pershing Batch File processes as well as various resolutions to Account Opening, Performance Reporting, and Pershing Mutual Fund processing. ...

    • 4/11/2022 Release

      Performance Reporting Total Performance Benchmarks feature (released in February 2022), has been enhanced to allow firms to create custom benchmarks and Assign Household Benchmarks Portfolio Management Direct-Model Assignment Enhancement Platform ...

    • 8/16/2021 Release

      Updates Fidelity Recurring cash transfers can now be set during account opening or for open accounts. Client Portal Client Portal users can connect external accounts to their household for an aggregate view of net worth. Asset values will be updated ...