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 ...
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. ...
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 ...