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: 

   

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: 

   

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: