September 13, 2023 - Advisor Settings and General

Advisor Settings + Improvements to elevate your wealth management experience

ADVISOR SETTINGS 

Ready to take charge of your data?

Unleash the Power of Advisor Settings. Fabric's Advisor Settings now bring you greater control, including the ability to set risk proxies, view and make updates to your CMAs, and manage your data more easily. Stay tuned for even more data management capabilities, coming soon!

ADVISOR SETTINGS 

Dealing with Unassigned Assets?

Set asset attributes for precise data cleanup. Now, with the ability to set attributes for assets in Advisor Settings, ensure your data aligns perfectly with your views. Please note, this won't update attributes in your performance reporting system.

GENERAL 

Experience Heightened Speed

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