Mckenna Gray
- Total activity 85
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 2
- Subscriptions 61
Activity overview
Latest activity by Mckenna Gray-
Mckenna Gray created a post,
May 16, 2024 - Household Proposals + Other Improvements for Clarity
PROPOSALProposals at the Household LevelNow, you can rebalance portfolios across entire households with ease. Create a proposal at the top household level. This new feature allows you to strategica...
-
Mckenna Gray created a post,
May 10, 2024 - Enhanced Reporting
REPORTEdit, Add, & Reorder Text, Charts, Images, Titles and MoreUse Fabric to tell a story to your clients. With this update, customize every aspect of your client reports. Whether it's adding dyna...
-
Mckenna Gray created a post,
February 14, 2024 - Notes for Enhanced Collaboration
MONITORAdd Notes for Each Client in Each MonitorIntroducing a game-changer – the ability to add personalized notes for each client directly within monitors. Whether it's jotting down action items, ...
-
Mckenna Gray created a post,
January 12, 2024 - Customize the Report Page
CUSTOMIZECustomize your insightsThe settings for each chart, including options like toggling between $ and % or selecting which attributes are displayed, are now located in the customization tab, r...
-
Mckenna Gray commented,
If you have household portfolios set up you can add targets and proposals to the household. If you do not have household portfolios set up you can only create targets and proposals for the underly...
-
Mckenna Gray commented,
You are unable to delete a target from a client's portfolio only edit a target. You can remove the target from the report which doesn't unlink it to the client. Once a client has a target they will...
-
Mckenna Gray created a post,
-
Mckenna Gray commented,
No. You are able to use Fabric without IPSes.
-
Mckenna Gray created a post,
Do I have to have an IPS coded to use Fabric?
Some of my clients do not have IPSes coded but I still would like to use Fabric for those clients.
-
Mckenna Gray commented,
Fabric is looking into more ability to analyze Fabric's assets and will share an update soon.