What’s New
Client/Investor Experience | MoneyGuide Tile
- CircleBlack’s MoneyGuide integration now provides a UI tile in the client/investor portal that can display the client/investor’s Probability of Success score and/or gives SSO access into MoneyGuide depending on the configuration, increasing engagement and customer satisfaction.
Reports | Bulk Downloads
- In addition to the existing ways of downloading and sharing reports, we’ve added the ability to download multiple reports at a time, saving advisors time.
What’s Improved
Advisor Experience | Add New Advisor, Firm-Level Performance, and Holdings Table
- When adding a New Advisor or Assistant, we’ve enhanced the loading icon to make sure it’s more visible, making it clear the system is working, reducing confusion and the creation of duplicates caused by advisors accidentally reloading the page and/or resubmitting requests.
- To ensure Firm Managers have quick access to the information they need, household performance can now be viewed from the balance widget on the firm dashboard.
- To make it easier to intuit creating households, when the householding table is empty we’ve added a shortcut to “Add Clients” so Advisors can start building households right away.
Integrations | Blaze
- We’ve separated the steps of assigning Models to accounts and generating trade proposals to bring the account in line with the model, making it easier for advisors to see the potential impact of a model and receive drift alert notifications without making changes to any assets.
- Advisors can now view and access the Models page without turning on the rebalancing features,
- making it more straightforward for advisors to find the functionality they need without adding menu items they don’t need/want.