1/20/2022 Release

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 historical data.
  • Follow-on improvements to Performance Details including better handling of flows due to new/leaving accounts.
  • Improved importation capability for legacy performance history from outside systems.

Financial Planning & Digital Advice

  • Resolved issue related to contribution line on graph, and contribution end date.
  • Resolved issue related to not providing email address on GPD.

Digital Onboarding and Account Services

  • Resolved issue related to opening Custodial Accounts.

Portfolio Management

  • Manual Order export file for Fidelity firms now compatible with Wealthscape.
  • Updated value for model name sent in to SmartLeaf.
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