What’s New
Advisor Dashboard & Client Experience | Add Performance to Holdings Widget
- On the Holdings widget in both the Advisor dashboard and Investor portal, we added a Performance column.
- A new time period selector has also been added in order to view performance on holdings in a given period.
- Click below for additional information:
https://community.circleblack.com/advisor-dashboard-58/household-dashboard-overview-204
Reporting | Display multiple Benchmarks on Performance Reports
- Advisor users can now select up to two benchmarks (blended or default options) when generating a performance report.
- On the Report, the benchmarks will display on the Overview page, Portfolio Activity Summary page, and on the Multi-Period table and graph pages.
- Click below for additional information:
https://community.circleblack.com/reporting-60/display-multiple-benchmarks-in-performance-reports-223
Advisor Dashboard | Add Graph to Performance by Asset Class Widget
- We added a graph to the Performance by Asset Class Widget we released in January. The graph will display the top 5 performing asset classes on the respective Household, Account, or Group Dashboards.
- The graph can be viewed by expanding the widget to its full page size.
- Click below for additional information:
https://community.circleblack.com/advisor-dashboard-58/household-dashboard-overview-204