August 24, 2023 - Search, Risk Report, and Knowledge Base

Knowledge Base + Grouping by Account + Search 

SEARCH 

Ever needed to search for a model or client while looking at another portfolio?

Global Search from Any Page for Unmatched Efficiency. Fabric now empowers you to search for models and clients from anywhere in the application. Seamlessly navigate from client to model or vice versa, streamlining your workflow. 

RISK REPORT 

Looking to see assets sorted by account on the risk report table?

Gain a panoramic view! Now you can group by account on the asset allocation table to see underlying accounts and groups of assets within them. Group by account, taxability or any other preferred arrangement.

KNOWLEDGE BASE 

Ready to create proposals and rebalance portfolios with precision, all within Fabric?

Create proposals and perform insightful rebalancing. Fabric equips you to create proposals that align with your clients' risk, return, and tax goals. Either manually rebalance your client's portfolio or perform a guided rebalance with the click of a button.