Customer

Fabric is one of the only platforms that can provide risk analysis on private assets, what is coming to the application?  Given MSCI's recent acquisition of Burgiss and Fabric partnering with MSCI ...

How is Fabric set up to look at hedge funds or private equity, something that is not mark to market on a daily basis? Is it based off of the historical data coming in from the performance reporting...

A key value add for Fabric is including tax optimization into the guided rebalance feature. Tax implications while rebalancing portfolios is important in the decision making process.  Some of my cl...

I use Addepar for my performance reporting and have clients that hold various SMAs. When we pulled in client data from Addepar, the SMAs were not denoted as being an SMA and showed all underlying c...

I performed a guided rebalance with a few constraints and wanted to clarify the logic behind the guided rebalance constraints specifically prefering fewer trades and prefering less trades. For exam...

A lot of clients come in with legacy stock positions that have a lot of unrealized gains and are not in the firm's desired strategy.  It would be helpful to insert a tac budget, for example my clie...

Create customized reports to share with clients that include:  Ability to Organize pages Custom Text Customize charts on pages Modular report generation Save versions of Report

On the asset allocation table, there is a ‘G & P’ toggle next to the ‘$ & %’ toggle. The G means percent of group, each section equal to 100% and the P means percent of portfolio, which is how much...

I would like the ability to drag and drop reports on the design page that are not included as of Nov. 2023, like P/E, duration of FI, Avg. Credit Quality, Yield, etc. I would also like to re-order ...