If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.
Portal - Release Notes
Additional queries are now available in the Account Queries tool including Investment Objectives, Tax ID, Stock Yield Enhancement Program, and Investor Category. For more information, see the Portal User Guide.
Advisors and brokers are now able to search and filter accounts by specific criteria such as account status, account type, application type, and margin type using the Account Queries tool. For more information, see the Portal User Guide.
Client Report Delivery
Advisors and brokers are now able to create custom statements, flex queries, and PortfolioAnalyst reports on behalf of clients and configure the reports to be delivered directly to the client's email address. For more information, see the Portal User Guide.
Release Notes Archive
You can now subscribe to HK IPOs from Portal. For more information, on HK IPO Subscriptions, click here.
Required Minimum Distribution (RMD) Calculator
Clients now have the ability to calculate the Required Minimum Distribution (RMD) for all RMD-applicable Individual Retirement Accounts (IRAs). This calculator will show the total withdrawn amount to date and the remaining amount to withdraw.
Monthly Fees computed from monthly statement balance
Advisors have the option of charging monthly fees where the amount is computed from the end of month balance only.
Money Manager Client Assignment
In Advisor Portal, Wealth Managers now have the option to assign which clients should be assigned to the Money Manager, along with which trading permissions to assign.
Mutual Fund Dividend Payout Election
You now have two payout options for your mutual fund dividends. You can either reinvest or receive cash for all your dividends and capital gains.
CRM Workflows - Adding Stages to Tasks
To better organize tasks, clients may now add stages to tasks. Stages can be assigned to different users and associated with different prospects / clients.
Available in Advsior Portal, Goal Tracker is a planning tool that projects the hypothetical performance of your client's portfolio and monitors how likely they are to achieve their financial goals.