Customer

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.

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...