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 ...
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 ...
4/22/2024 Release
Enhancements Goals-based planning is now available for firms who wish to enable it. New setting has been added to the Firm Profile page allowing firms to suppress the appearance of and alerts for custodian documents in the Client Portal. The Search ...