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

    • 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 ...

    • 8/16/2021 Release

      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 ...

    • 4/19/2021 Release

      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 ...

    • 1/25/2021 Release

      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 ...

    • 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 ...