Client Portal Update Coming Soon: The Definition of Investments is Changing

On June 25, we’re standardizing the definition of investments to create a consistent experience between the Client Overview and Client Portal, which includes updates to the values displayed by the Investments tiles. The new definition of investments that will be applied across both sites includes the following account types: Taxable Qualified Retirement Roth IRA HSA…

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Advanced Analytics Updates: New Chart, Enhancements, and Export Template Updates

This month we’re releasing a wide range of updates to our Advisor Analytics platform, including a new chart, multiple enhancements to our Liabilities charts, and a new field in our Client Export template. New Chart: Clients By State The new Clients by State chart makes it easier than ever to break out your clients into targeted groups…

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