What's Improved
Investor Experience | Unrealized Gain/Loss
- Investors can view unrealized gains/losses in the in the Holdings table and drill into the position to see the associated open lots as well as total YTD realized gains/losses in the Accounts table.
Advisor Experience | Client Creation and Net Contribution
- Added "required" indicators to form fields and reorganized the user interface.
- Users can display net contributions on the account, household, and group dashboards.
Reports | Previously Run Reports and Asset Class Groupings
- Users will now be able to view report details by clicking the row of the report. The preview icon has been moved into the document name column.
- Grouping by asset class, subtype, and type will aggregate all assets across accounts into one row rather than show a row for every account holding the asset.
Blaze Integration | Streamline Model Assignment
- The model assignment process now requires one fewer step.