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Applying Exclusions
Exclusions allow you to set specific Accounts, Securities, or Security Types to be exempt from fees over a set date range. Note: Non-managed accounts and positions are automatically excluded from billing and need not be added here. Any overlap in the ...
3/9/2026 Release
Enhancements Reports from the Manage Clients Dashboard can now be exported to PDF. On the Client Portal, the Holdings report under the Investments tab is now visible in the mobile view and in the mobile app. Users of Investment Management features ...
Revenue Dashboard Overview
The Revenue Dashboard, available from Run Business > Revenue shows all billing activity for a selected billing group and billing period, giving full visibility into various revenue reports. Admins and Advisors can use the dashboard to find cash ...
Using and Managing Advanced Searches
Applying a Saved Advanced Search Click the Search Bar. Click Advanced Search from the drop-down menu. Select the Advanced Search to apply from the list. Click Apply in the bottom right. Editing Saved Advanced Searches Click the Search Bar. Click ...
Model Center Searching and Filtering
The Model Center contains a robust search and filtering engine to help you narrow down what you are looking for. Searching Models can be searched by all or part of the Product Name. Start typing in the Search box to have the list dynamically filtered ...