What’s New
Client Experience | Firm Preferences Setting Performance Methodology & Type for Investor Portal
- We added a firm-level preference that allows firm managers to set the performance methodology (TWR or DWR) and type (Gross or Net of Fees) in the Investor portal.
- Previously, the Investor portal performance methodology was only able to be set per household. Now, this functionality allows firms to set desired settings firm-wide.
- Click below for additional information:
Advisor Dashboard | Setting Multiple Benchmarks in Performance Widget
- We added the ability for Advisors to assign multiple benchmarks in the Performance widget on the Household dashboard.
- In a future release, we'll be adding this functionality to our Performance Reports.
- Click below for additional information:
What’s Improved
Billing | Include & Exclude Household from Billing Functionality
- We fixed the user experience on Engage > Household Billing page
- Now, if you select the "Include for Billing" checkbox, all accounts in the Household are marked to be included for billing. Similarly, if you de-select the "Include for Billing" checkbox, all accounts in the Household are not included for billing.
- Click below for additional information:
Advisor Dashboard | Notifications for Bounced Emails
- Within our Notifications Bell icon, we’ve always showed the status of Reports generated. In this release, we added a notification for bounced emails.
- The most common bounced emails are Household Activation Emails sent by Advisors to client emails. If you’re activating households for the Investor portal, you can quickly check the Notifications to ensure the emails were delivered successfully.