Firm managers are able to set default preferences and apply user-level restrictions across the platform.
How to Navigate to the Page
Select the Settings Gear Icon in the right corner and then select Preferences.
Firm Preference Settings - Details
- Max User Session Timeout
- Inactivity Logout Time
Data Processing (Coming soon)
- Firm managers are able to determine how conflicting Client Information data from data feeds should be handled.
Rebalance with Models
- Firm managers can set which advisors have access to the rebalancing functionality and which third party model providers are available to advisors.
Investor Experience Settings
- Firm managers can control how data appears in the Investor Portal for households in the firm
- Calculation Methodology: Dollar Weighted or Time Weighted
- Performance Type: Gross of Fees or Net of Fees
Email Reports
- This enables households to receive automated monthly or weekly portfolio summary reports via email. Advisors can turn off the email reports for individual households.