What’s New

Client Experience | Firm customize widgets on Investor Portal

• We added the ability for firms to control the widgets displayed to their clients in the Investor web portal. This allows firms to provide a customized Investor portal experience to their clients and highlight the information they want their clients see.
• Any user with firm-level access can access this feature by going to Settings -> Preferences and navigating down to Investor Experience Settings.
• Click here for additional information.

Reporting | Summarized View of Income & Expense Report

• We enhanced the Income & Expense Report by adding a table with sub-totals of Income & Expenses generated for the report period included by default in all Income & Expense reports
• We also added an option to allow Advisors to choose to include the transaction details or not. 

Reporting | Provide option to add income generated from Options Trading to Income & Expense Report 

• We also added Options Trading as an Activity Type in the Income & Expense Report. This will allow Advisors to show clients a summarized and/or detailed view of Options trading transactions that generated income.

Advisor Dashboard | Additional Benchmarks

• We added additional ETFs to the standard list of ETFs available as benchmarks:

  • NASDAQ-100 QQQ

  • Dow Jones DIA

  • Russell 2000 IWM

  • Emerging Markets VWO

  • S&P Mid-Cap IHJ

  • All Countries Ex US ACWX

• We also added the ability for Advisors share their blended benchmarks with other Firm Users