Fiduciary Focus Toolkit™
Efficient proposal creation and activation: Copy an account to create a proposal based on an existing account's investment and cost profiles. Once the proposal is complete and approved by your client, you can now activate the proposal. This allows you to either replace the existing account or add the proposal details to a future quarter.
Cost and style in proposal reports: Two new sections are now available to further help you explain costs and diversification. The Cost Breakdown section provides details on how fees are assessed including one time setup costs while the Style Summary easily points out gaps in investment offerings.
Performance with fees: Based on client feedback to address the SEC Marketing Rule, all portfolio performance reports now reflect performance net of fees. A 3% fee will show by default to highlight the impact of fees on performance however your custom fee can be added as well. More flexibility is planned in a future update to change the 3% fee. Click here to learn more.
Investment Screening and Monitoring: Over 80 new data points in addition to the 177 previously existing data points are available for your custom screening and monitoring. New data point categories include:
- 15 year time frames
- Prospectus and category index based risk metrics (previously only had alpha, beta, r squared etc based on primary index)
- Tracking error also now has a category index version to prospectus that exists
- Ownership level
- Maximum Drawdown
- Number of holdings
- Morningstar star ratings, risk score
Landscape and Portrait orientation now available
Previously some proposal report sections were only available in portrait. Now the client performance summary, holdings summary and fund mapping sections are available both orientations.