October 18, 2023 - Advisor Settings

Advisor Settings Updates

ADVISOR SETTINGS 

Ready to tailor Fabric to your unique needs? 

Easily access advisor settings from any page in the application to fine-tune your experience. Set Capital Market Assumptions (CMAs), adjust risk proxies, and add asset attributes effortlessly.

ADVISOR SETTINGS 

Customize Fabric to your brand.

White-label the application to match your logo and branding, giving you and your clients a seamless throughout your workflow.

Remember to add the '#' before adding hex codes when updating the default app/chart colors. 

ADVISOR SETTINGS

Quickly view your data to ensure precision.

Get a quick snapshot of your account details, including the count of assets, clients, portfolios, and accounts. Ensure data accuracy by cross-referencing AUM, clients, portfolio, and account numbers with your performance reporting system.