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 ...
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 ...
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. ...
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 ...
Updates Schwab Firms can now set defaults for accounts initiated in AE by leveraging the Attributes feature and choosing to display or hide an Attributes section as part of the account opening. Expanded alerting functionality for investor-initiated ...