What’s New

Client Experience | Enable Multi-User Investor Portal Access

To help advisors serve the growing number of households with sophisticated needs, we’ve enhanced our capabilities around multiple logins for the same household.  

• Enabled unique login credentials for family members (such as a spouse or child) who need access to the investor portal, increasing security and usability.
• Provide convenient access rights management so trusted agents such as accountants and lawyers can be given access when needed, and removed when needed.
• Implemented multi-household ownership structures; for example, business owners who share a corporate account can access the shared account but be able to switch to their personal and private accounts with ease.
• Mobile app: Users of the mobile application can now update their own profile and preferences
• Click here for more information on multiple members of a household access the investor portal.

Accounts Architecture | Investor Portal Managed vs. Unmanaged

To help give advisors a ‘single pane of glass’ view of investors’ portfolios, we’ve improved our capabilities to include and exclude managed and unmanaged accounts from dashboards, widgets, and reporting. 

• Firms can designate accounts as either “Managed” or “Unmanaged,” which will be easily identifiable by an icon next to the account name.
• In the Investor portal, users can view their portfolio, account dashboards, and accompanying widgets by toggling the display/inclusion of “All Accounts,” “Managed Accounts,” or “Unmanaged Accounts.”
• Click here for more information on the Investor Portals managed/unmanaged feature.

Document Vault | Folders Panel, Firm Manager Access, and Document Owners

We’ve made several enhancements to the Document Vault to make sure advisors and investors can quickly and easily access critical documents.

• We’ve updated Document Vault to provide folders to organize documents. Folders default to  “All Documents,” “Reports,” “Invoices,” “Custodian,” “Uploaded by Me,” “Uploaded by Investor”.
• Firm Managers can now access all the documents in the Document Vault.
• The Document Vault now includes a new column in the document list that shows the document owner (uploaded or generated).
• Click here for more information on the new folders panel view.

What’s Improved

• Enhance Holdings widget to display “Cost Basis” and “Unrealized Gains.”
• Improved labeling of household names when managing household settings.
• Improved logo placement interaction in the investor portal and mobile app.
• Adjusted permissions for editing households so that the Firm Manager role can no longer edit households unless they are also an Advisor of that household.