We’re excited to unveil a fresh wave of innovative updates designed to streamline your workflow, boost efficiency, and enhance your client experience.

Here’s a sneak peek at what’s coming:

• Shares in Risk Center – A highly anticipated feature allowing you to input securities by unit and track market prices in real time.
  
• Launch Reports Builder from Stats – Increase efficiency by launching Reports Builder directly from the Stats view. (Bonus: You can now use Models and Securities as Benchmarks!)
• Custom Strategy Attributes – Assign underlying securities to strategies, unlocking deeper insights within Stats.
  
• Account Group Analytics – Use account groups more meaningfully in Portfolios, perfect for bucket strategies or separating ownership within households.
  
• New Income By Source Planning Inputs – Incorporate Social Security, pensions, and other key elements directly into your clients’ Timelines.

Can’t make it live? No problem—register now and we’ll send you the recording!