1/29/2024 Release

1/29/2024 Release

Digital Onboarding and Account Services

  • Fidelity and Schwab firms can now choose to enable a Compliance Check step after account opening or maintenance workflows are complete before the forms are submitted to the custodian.
  • Fidelity cash transfer requests initiated from the client portal are now automatically sent to the custodian when the client completes the request.
  • Advisor-led Schwab cash transfers have been simplified in line with other custodians. One-time, recurring transfers, and linking bank accounts can all be accomplished in one unified workflow.
    • 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 ...
    • 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 ...