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Advisor Analytics Update: New Charts and EOL

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With the latest enhancement to the Fiduciary Rule chart, you’ll have even more insight into your clients’ contributions to their retirement assets. This update adds two new columns for Employee Contribution and Employer Contribution.

Impacted charts include:

  • Fiduciary Rule – Retirement Assets Held Away
  • Fiduciary Rule – Retirement Assets Under Management

As part of this release, all Advisor Reports have been transitioned to the Analytics dashboard and the remaining reports will be discontinued on December 3. Advisor Reports scheduled for end-of-life include:

  • Opportunities – Excess Qualified Money
  • Opportunities – Excess Cash Balance

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