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Performance Benchmarks: Assigning Benchmarks to Households
In addition to the three default Total Performance benchmarks that can appear globally in Performance reports, an advisor can designate an additional benchmark at the Household level for any individual Household. Pre-requisites Benchmarking ...
Performance Benchmarks: Assigning Benchmarks to Models
Advisors can assign a Performance Benchmark to each Model. These benchmarks then display for all accounts or households using the Model. These are in addition to any specific benchmark already designated for a Household as well as the up to three ...
Adding Held Away Accounts to the Client Portal (Account Aggregation)
Held Away accounts may be added to have their financial data display on the Client Portal. This is for display and reporting only, no actions can be taken on these accounts from the Client Portal. Held Away accounts can be added by directly linking ...
8/7/2023 Release
Billing Firms using the Manual Advisor option will now see the manually assigned Advisor in various places of Revenue and Billing: Run Business > Revenue > Account Fee Collections screen. Run Business > Revenue > Account Fee Collections exported ...
Pershing Billing File Transmission Upgrades
For firms using AdvisorEngine’s billing feature for accounts at Pershing, the transmission of the fee debit file to Pershing has been upgraded to permit queuing and transmission of files for more than one Billing Group per day. When locking a ...