What’s Improved
Reporting | Nitrogen Risk Scores Displaying “Actual” and “Target” Risk Scores in V2 Reports
- CircleBlack solved for an issue where some Advisors were experiencing Nitrogen Risk Scores not displaying on V2 Reports. For Advisors who had been experiencing this issue, they’ll once again see the “Actual” and “Target” Risk Scores included in V2 Reports.
- Nitrogen Risk Scores will appear unchanged for any users who were not previously experiencing issues with this integration functionality in their V2 Reports. Learn more about the benefits and features of CircleBlack’s Nitrogen integration here.
Client Experience | Updated Investor Layout Preferences dashboard to include Wealthcare
- Firm Managers will now be able to set Wealthcare's Comfort Zone Score as part of their default view in the Investor Portal dashboard.
- Learn more about Wealthcare and Comfort Zone Scores here.