September 5, 2023 - Risk Report, Models and Targets, and Search

Placeholder Assets, Model Sharing + Cleaner and Faster Data

RISK REPORT 

Want to put a prospect in private equity but unsure of which fund?

With Placeholder Assets, you can identify risk information for categories like private equity, venture capital, and more. This invaluable data allows you to assess how these choices would impact your client or prospect's portfolio before selecting a specific fund.

When creating a model, target, or proposal, simply search for "Placeholder -" to access a comprehensive list of these assets, complete with risk and return information.

MODELS & TARGETS

Ready for more team collaboration by sharing models, targets and proposals?

Now, you can seamlessly share models, proposals, and targets across advisor teams, granting your team members instant access to view and make changes. Models, targets, and proposals are automatically shared, so be sure to give each a distinctive name. 

SEARCH

Confused about duplicate SMAs? 

Clean data. We've eradicated duplicate SMAs to ensure your data is pristine and proposals are precise. Question 2: Confused about different SMAs? We've got your back.

GENERAL 

Experience Heightened Speed

Enhanced loading speed allows you to quickly search for assets, monitor clients, edit proposals and stress test portfolios.