8/29/2022 Release

8/29/2022 Release

Billing for Advance/Adjustments 

• Substantial upgrades have been made to how billing adjustments are handled for advisors who bill in Advance.

Financial Planning & Digital Advice

• Inline recommendations added for the optimized plan (reduce goal amount). 

Digital Onboarding and Account Servicing

• Fidelity withdrawal workflow will ensure that there is enough cash to cover the request.  Requests that exceed available cash will generate an alert for the cash to be raised.  Firms that use smartleaf will see the request under the withdrawal filter.  Once cash is raised, the request will be sent to the custodian for processing. 

Performance Report Packages and Client Portal Enhancements

• Numerous enhancements to Report Packages and Client Portal.

Model Assignments Page (MC -> Model Assignments)

• User now has the ability to filter account to model assignments by selected model(s).

    • 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 ...

    • 12/12/2021 Release

      Fidelity Integration Users can subscribe to a new alert, generated any time a new account was initiated on the client portal. Updated the account transfer workflow to prevent users from requesting unsupported internal account transfers between ...

    • 3/29/2021 Release

      Updates Client Portal enhancements: New tabbed interface for navigation. New Performance Overview and Market Value History views. Performance History graph, Account Activity, and Holdings views have been enhanced. Standardized the use of Contact ...

    • 7/19/2021 Release

      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. ...