What’s New
Client Experience | Investor Portal User workflow enhancements
- We enhanced the Add Investor Portal User workflow experience by creating a streamlined pop-up through which Investor Portal Users can be created and assigned to Associated Households.
- We also enhanced the Investor Portal User info page to more easy highlight key details and actions like editing user information and activating users.
- Click here for more details.
Advisor Dashboard | Advisor column added to Firm Household Performance
- On the Firm-level Dashboard’s Balance graph, we added a column to the Household Performance table that identifies the Advisors assigned to the Household.
What’s Improved
Reporting | Fixes to annualized & cumulative return selections
- We fixed an issue that was causing reports to show annualized returns for time periods greater than 1 year when the cumulative preference was chosen.