Mckenna Gray

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...

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...

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, ...

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...

Some of my clients do not have IPSes coded but I still would like to use Fabric for those clients. 

There are typically a few different ways to set up target portfolios in Fabric, depending on your goal. 1. SleevesEach client typically holds different asset classes within each portfolio. For exam...

For example, I would like all equity models to be colored pink and Fixed Income, yellow to see different groupings. 

I would like to lock assets before making any new changes to ensure I do not edit those assets.When performing a manual rebalance in Fabric, there are certain positions I would like to ensure stay ...

Proposal & Trade Export Updates  PROPOSALSHave trouble remembering which proposal you were working on? Creating a proposal in Fabric now allows you to name it upfront, which brings clarity to your ...