4/11/2022 Release

4/11/2022 Release

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 users can set a model assignment for a portfolio and/or account
  • Platform users can view current model assignments
  • Client portal users can set/update/override a model assignment to a portfolio and its accounts
  • Client Portal users can view current model assignments
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