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 ...
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 ...
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. ...
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 ...
Updates Schwab ACH and ACAT workflows will prompt users to upload supporting documents on both Platform or Client Portal. Documents will be included in the final envelope for Advisor and Investor review. Enhancements to Platform Performance ...