Related Articles
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 ...
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 ...
12/12/2021 Release
Fidelity Integration Users can subscribe to a new alert, generated any time a new account was initiated on the client portal. Updated the account transfer workflow to prevent users from requesting unsupported internal account transfers between ...
3/29/2021 Release
Updates Client Portal enhancements: New tabbed interface for navigation. New Performance Overview and Market Value History views. Performance History graph, Account Activity, and Holdings views have been enhanced. Standardized the use of Contact ...
7/19/2021 Release
Updates and Fixes Client Portal Reporting Upgraded the display of the date range and graph start point in Investments > Performance. Addressed an issue where Tile and Graph values would not be the same due to rounding in Investments > Perfomance. ...