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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 ...
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 ...
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 ...
8/19/2024 Release
Enhancements Billing A new Billing Period option, Quarterly (Anniversary), is available that sets the quarterly billing intervals for each account based on the account’s billing start date. A new Account Balance to Bill On option, Anniversary ...