Custom Assets and CSV Data Imports
Recorded April 2022
- Use CSV imports to keep custom asset values and transactions up to date
- Use CSV imports to fill missing balance and transaction history for custom assets, aggregated accounts, or even custodian accounts
Watch the Custom Assets and CSV Data Imports webinar.
Custom Asset Classes
Recorded February 2022
- Create custom asset classes, including asset class trees
- Easily map Morningstar categories and securities to custom asset classes
- Define custom asset allocations to handle target date funds and allocation funds
- Use custom asset classes in client and firm level asset allocation reports
Watch the custom asset classes training webinar.
Document Sharing
Recorded January 2022
- Use firm files and folders to set up a consistent document vault across clients
- Share document links to avoid sharing sensitive documents over email
- Set up special folders for invoices, reports, TD statements and tax documents
Watch the document sharing training webinar.
Client Billing
Recorded December 2021
- Set up custom fee schedules
- Update client billing profiles
- Generate billing records
- Notify clients in bulk
- Export fee files
Watch the client billing training webinar.
PDF Reporting
Recorded March 2022
- Produce reports for all or a subset of clients at once
- Use a template to include any combination of reports and invoices in one bundled report
- Publish those reports to your clients' document vault
- Send a customizable email notification to clients
Watch the PDF reporting webinar.
Performance Benchmarks
Recorded November 2021
- Set up custom benchmarks
- Use benchmarks with client performance report
- Use benchmarks with firm performance report