Customer

Fabric should allow advisors to create IPS for their clients.Currently, IPSes are not systematically created and need to be created outside of Fabric and pulled in. Fabric is used for monitoring th...

When accounts are created the default attribute is automatically ‘Fabric Broad Asset Class' which is not used. To get to our default attributes we have to click the group by each time. We would lik...

Rebalance across accounts instead of within accounts. This will allow to move assets from accounts while taking into account the goals of that account and tax implications.

Press a button to export all proposals from that day to upload into Schwab / Fidelity. Instead of exporting trades one by one and importing them which leads to potential error.

I would like to be able to write notes and share them in the application. In the portfolio design tab, adding a note next to the model or in proposals so I have more context into the decisions I wa...

Create workflows for new client prospecting that includes: 1. Ability to Create Prospect2. Upload Prospect Portfolio (Including tax information) From Spreadsheet3. Manually Create Prospect Portfoli...