November 7, 2023 - Monitor, Guided Rebalance, and Risk Report

Even More Customization with White-labeling

MONITOR 

Which clients are missing IPS? 

With Fabric, you can easily identify which of your portfolios are missing IPS (Investment Policy Statements). Use the 'Client Portfolio Views Missing IPS' monitor to stay in compliance and align your strategies precisely with your clients' unique needs.

GUIDED REBALANCE 

Always ensure your clients have the right cash balance

Fabric's guided rebalance just got even more flexible. Now, you can set the precise amount of cash you want in your client's portfolio or maintain the existing cash balance with a click. It's all about tailoring to your client's financial aspirations.

RISK REPORT 

Enhanced Clarity on Distance from Benchmark and IPS Allocation Ranges

Fabric's improved risk report provides crystal-clear insights. Our percentage 'lollipops' offer a more intuitive view of where your clients stand relative to their benchmarks and IPS allocation ranges.

The distance from benchmark and IPS allocation ranges show different size lollipops providing clarity into the statistic.