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Portal - Release Notes

Portal Release Notes

Latest Release

2021


July 2021

  • Account Queries
    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.

June 2021

  • Account Queries
    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


2020

October 2020
  • IPO Subscriptions
    You can now subscribe to HK IPOs from Portal. For more information, on HK IPO Subscriptions, click here.
August 2020
  • 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 This calculator will show the total withdrawn amount to date and the remaining amount to withdraw.
July 2020
  • 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.
June 2020
  • 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.
April 2020
  • 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.

2019

November 2019
  • 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.
August 2019
  • Goal Tracker
    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.
July 2019
May 2019
March 2019
February 2019
January 2019