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 ...
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 ...
5/20/2024 Release
Enhancements When creating a goals-based plan, tax rates can now be overridden at the plan level. Risk Tolerance questionnaire answers are now included in a goal-based proposal PDF. When creating a goals-based plan, held away full accounts can now ...
10/14/2024 Release
Enhancements The requirement of attachments for ACAT transfers through Schwab can now be disabled from the Client Portal settings. Opportunity detail view in Grow Practice > Digital Advice now has a tab to view all Goals Based Plans associated with ...
3/18/2024 Release
Enhancements The CRM sync integrations tile now displays the most recent sync details as well as a failure message if appropriate. Client Details widget now displays CRM status, allows linking to CRM from within the details widget, and allows opening ...