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:
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NASDAQ-100 QQQ
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Dow Jones DIA
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Russell 2000 IWM
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Emerging Markets VWO
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S&P Mid-Cap IHJ
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All Countries Ex US ACWX
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- We also added the ability for Advisors share their blended benchmarks with other Firm Users