Ideas
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117 Ideas
Reporting | Refresh reports with optimized data density and enhanced visualization of data - July '23ARCHIVE
GoalRefresh the look and feel of reports so that they are easier to read and consume by Clients Add more flexibility to reports to give Advisors more control over the narrative they create to review reports with their clients. Ensure data in reports are available in dashboards and vice-versaUse CasesAs an Advisor who uses Reports as a communication tool with Clients: I want the reports to be easily read and understood so I can spend less time explaining how to read the reports and more time discussing what is important to my clients. I want the ability to customize the reports so that I can direct client conversations to what is most relevant and pertinent to my clients CapabilitiesReports with refreshed look and feel (optimized data density, improved visualization of data) Additional options for report customization Updating reports to have information presented on dashboard available as components of reports Updating dashboard UI to have information presented in reports available in widgets on dashboards
Document Vault | Bulk Uploads and DownloadsReleased
Ability to upload and download documents in bulk.
Reporting | Provide option to add income generated from Options Trading to Income & Expense Report - May '23Past Release
GoalsAllow Advisors who utilize Options Trading to generate income for their clients the ability to succintly report on the gains generated from these tradesUse CasesAs an Advisor who utilizes Options Trading to actively generate income for my clients, I want the ability to succinctly report on the income generated from my activities so that I can quickly show the value I bring to my clients.CapabilitiesAbility to select Options Trading as an Activity Type for Income & Expense Reports Ability to show summarized and/or detailed view of Options trading transactions that generated income.
Reporting | Option to insert static pages into PDF Reports - May '23Past Release
GoalsAllow firms to insert static pages by default to all reports generated for firmUse CasesAs a Firm Manager, I want to add our market commentary to our reports so that the information is delivered with our regular statements. As a Firm Manager, I want to make sure every report we generate includes our firms privacy notice so that clients are always notified of our privacy policy As a Firm Manager, I want to make sure special disclosures and/or time sensitive informationi is included with every report we generate so that the important information is communicated widely to our client.CapabilitiesAbility to upload a PDF that gets inserted into every report generated by Firm Ability to specify if additional pages get inserted at beginning of report, end of report, or after cover page Ability to take down inserts when they are no longer applicable
Advisor Dashboard | Add more standard benchmarks and enable sharing of custom blended benchmarks - May '23Past Release
GoalsProvide Advisors with more benchmark options Allow Advisors to create their own blended benchmarks using standard benchmarks Allow Advisors to share their blended benchmarks with the firmUse CasesAs an Advisor, I would like to benchmark my client’s portfolio against an ETF that represents a more narrow segment of the market As an Advisor, I would like to create my own blended benchmarks to be able to create custom benchmarks to measure my clients’ portfolios against As an Advisor, I would like the option of keeping my blended benchmarks private or sharing them across the firm.CapabilitiesAdding more ETFs to the standard list of ETFs available as benchmarks Giving Advisors the ability to create custom blended benchmarks Allowing Users to share their blended benchmarks with other Firm Users
Document Vault | Allow Advisors to view Documents by Household - June '23Past Release
GoalProvide Advisors the option to view Documents in Documents organized by HouseholdUse CaseAs an Advisor servicing multiple Households, I want the ability to quickly be able to see which documents in Document Vault pertain to which of my Households so I can quickly access the relevant information I need for my clientsCapabilityAdd new column to Document Vault that displays Household associated with Document Create new view of Document Vault that organizes Documents by Household
Advisor Dashboard | Add Total Cash Balance to Accounts Tables - June '23Past Release
GoalsAllow Advisors to quickly assess how much cash is in an accountUse CasesAs an Advisor, I want to quickly be able to see if there is enough cash in my client’s accounts to pay fees, distributions, and/or other planned outflows As an Advisor, I want to quickly be able to see if there is idle cash that needs to be investedCapabilitiesAdd column to account tables throughout site that displays total cash in an account
Reporting | Summarized View of Income & Expense Report - May '23Past Release
GoalsProvide summarized view of Income & Expense reportUse CasesAs an Advisor, I want summarized totals of income and expenses generated for a reporting period so that I can quickly communicate that information to my clients As an Advisor, I want the option to include transaction level details in my Income & Expense report in case I need to discuss specific transactions with my clientsCapabilitiesTable with sub-totals of Income & Expenses generated for report period included by default in all Income & Expense reports Transaction details only included if User opts to include transaction details
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