Client Management
Tailor your client meetings to focus on the client’s specific information
Proposals
A streamlined proposal process for easier client account opening and onboarding
- Adding Family Members or Entity within Proposal Process
- Automatic Deselect of Current Assets
- Automation of Proposal Generator
- Client Restrictions
- Convert Existing Proposals
- Current Assets Analysis by Asset Allocation
- Designating Investment Assets
- Document Preferences
- Dollar Cost Averaging (DCA)
- Easier New Account Opening Process
- Easily Copying Completed Proposals
- Fidelity Charitable DAF Proposal
- Fiduciary and Investment Policy Rules
- Goals-based Proposals
- Householding
- Investment Data Sheets
- Investor Profiling
- Multi-registration Capacity
- New Client Lookup Feature in Proposal/Plan Creation
- New Proposed Investment Step
- Optimized Security Search in Proposal Workflow
- Proposal Workflow Enhancements
- Risk Analysis
- Setting Target Goals
- Streamline Proposal Process
Reports
Standardize or customize reports to make client meetings more impactful
- Customizable Report Templates
- Custom Period Search Filter Improvements
- Custom Report Groups
- Enhanced Performance Reports Access
- Expanded Investment Policy Exception Report
- “Generate Report PDF” Option in Online Report Pages
- Harvest Gains and Losses
- Historical Data of Investment Policy Validation Results
- Holdings Attribution Report
- Investment Overview Online Report Improvements
- Investor Statement with Custom Date Range
- Leveraging ENV 2 during Tax Season
- Multiple Programs Selection in Account Activity and Holdings Analysis
- Navigate to Client Reports
- New Standalone Online Performance Reports
- One Click to Search Multiple Items
- Realized Gains/Losses Report
- Separate Display of Income Schedule Summary and Income Schedule Details
- Tax Estimation Summary
- Unrealized Gains/Losses Report
Research
Insightful research and market intelligence to foster thoughtful investing decisions
- Accessing Favorite Products across the Advisor Portal
- Adding and Viewing Favorites
- Adding New Columns in Product List
- Additional Options for Managing Favorite Products
- Benchmark Returns in Product Profiles
- Enhanced Charts in Research Center
- Enhanced Product Comparison Feature in Research Center
- Enhanced Visibility of Favorite Products
- Manager Content
- Managing Favorites in Research Center
- New Charts in Research Center
- New PMC Research Statuses
- New Portfolio Usage Filter
- One Click to Search Multiple Items
- Product Compare in Research Center
- Product Comparison PDF Customization
- Research Center Enhancements
- Research Overview
- Sidebar Filter in Research Center
- The Strategist Style Field Label
Third Party Integration
Leverage single sign-on access to multiple platforms
Trades
Automate everything from trade generation to trade execution
- Accurate Overlay Model Trading
- Adding Restrictions
- APM Trading
- Cash Position Display for Models in Models Page
- Contextual Help for Alternates Page
- Managing Systematic Withdrawals
- New Icon for Trade Generation
- Overview of Client Level Trade Restrictions
- The New “Positions” Tab
- Trading and Model Enhancements
Usability
Create a platform that works for you with intuitive navigation and helpful icons
- Access Saved Layouts from Desktop
- Adding Client Activities
- Adjust Width and Expand Text
- Column Manager
- Enhanced Filtering Capabilities
- Enhanced Navigation on the Clients Tab
- General User Interface Enhancements
- Icons with Text Labels
- Info and Feedback Icons
- Information Search under Platform Tab
- Keep Track of Your Tasks
- Navigate to Client Reports
- Navigation Path
- Notification Setup
- Password Reset
- Rep Code Display in Accounts and Account Activity Pages
- Saved Layout
- Stack Icon
- Systematic Withdrawal Information in New Section
- The New Improved Wrench
