August 16, 2023 - Risk Report and PDF Export

Proposal & Trade Export Updates

RISK REPORT 

Looking to quickly categorize between taxable and tax-advantaged assets in a client portfolio?

Group assets by taxability to swiftly manage taxable and tax-advantaged portfolios as you make pivotal changes. Ensure you are including accounts grouping to view taxability. 

PDF EXPORT 

Ready to show your clients the 'why' behind your trades?

Our sleeker PDF export now ensures a polished look for your client presentations. More customizable updates to come.