Customer

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...

The button to export trades is unclear. 

There are too many tickers on search; maybe refining the search further after name / ticker is entered (is it a bond, is it an equity, etc.) When searching AAPL a few tickers appear which can cause...

Snooze for when Advisor is ok with being out of compliance; how does this boomerang back in front of the Advisor when something changes; note required on snooze For example, The Smith Family is out...

Clients are using DCA however Fabric cannot provide insight into the long-term affects of DCA.