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 ...
    • 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 ...