Customer

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 ...

View custom stats on a monitor. This would include the ability to show all clients that have increased equity exposure in the past 6 months or show clients that have not been viewed in the past qua...

SMAs show in Fabric as a single line item instead of showing the underlying constituents, although it is not necessary to see the underlying at all times, it would be helpful to have thee dropdown ...

Please include more information related to the scale on guided rebalance. 

Users have the ability to create & import models from the report page but are unable to create models from the landing page. This would likely look like a button that says ‘Create Model' next to th...

Ability to view $ and % at the same time on the asset allocation chart instead of one or the other. 

Adding dynamic realized gain loss to the far right column in the position level instead of static current G/L. When making changes it is helpful to see the gains/ losses of that position for the ye...