May 16, 2024 - Household Proposals + Other Improvements for Clarity

PROPOSAL

Proposals at the Household Level

Now, you can rebalance portfolios across entire households with ease. Create a proposal at the top household level. This new feature allows you to strategically rebalance portfolios across multiple accounts, providing comprehensive, holistic client management.

MODELS

Models Tab

The "Portfolio Design" tab has been renamed to "Models" for clarity, making it the go-to home for all your model portfolios. This is just the beginning of our updates, as we're planning to add enhanced capabilities around creating and viewing models, so you can implement your models in client portfolios more efficiently.

REPORT

Legend for Reporting Clarity

We've updated the legend for better visibility into the portfolios you're viewing on the design page. Now, when checking the asset allocation table and chart, you can quickly see which portfolio you're working on. On the reports page, toggle the legend on and off for each module to enhance clarity during client reviews.