2/14/2022 Release

2/14/2022 Release

Performance Reporting

  • Firms will acquire direct control of their own default Total Performance benchmarks, as well as the ability to create additional benchmarks for future use.
  • Total Performance Benchmarks
  • New feature to permit firms to control the logo on the cover page of Report Packages.

Financial Planning & Digital Advice

  • Enhancements to email address field; cannot proceed without a valid email.
  • Toggle added to Manage Clients Dashboard to show which users have goals-based proposals.

Digital Onboarding and Account Services

  • Ensure SSN is mandatory for all account opening workflows.
  • Improved workflow for UTMA/UGMA account opening for Fidelity.

Portfolio Management

  • Support integrating fractional share orders between Smartleaf and AdvisorEngine for Equity and ETFs.
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