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 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 ...
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 ...
Updates We've streamlined the questionnaire selection for new proposals on the platform in Grow Practice > Dashboard. Firms using the client portal and choosing to generate a new IPS for any client modifications to the portfolio/model will trigger an ...
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 ...