New Toolkit Feature: Book of Business
Details:
Users of the Fiduciary Focus Toolkit can now add additional books of business to their workspace. Based on their subscription level, each workspace is assigned a max number of books that can be created in the workspace.
Create efficiency and reduce costs by splitting one workspace into multiple books of business
In business, time is money. Having the ability to see only the clients you wish to see will allow for an efficient execution of running reports or making changes to client’s accounts, saving you time. From small offices to large enterprise sale’s desks, the Book of Business feature will add value to your use case.
- A single workspace can be assigned multiple users
- Each user can be assigned their own book of business and have shared books of business
- Clients are assigned to the appropriate book of business
- Benefits Include:
- Customized branding
- Efficiency gains through organization and filtering
- Security
Use Cases:
New Toolkit Feature: Vault
You can now maintain your fiduciary file with this new, fully integrated, document storage feature! Easily add monitoring reports to the vault or upload outside documents to keep your files in one place. Bulk upload capabilities make it easy to get started and import your files in one step. Searches and tagging(think folders) makes it easy to find the documents you need at a later point.
To get started, the vault can be found as a new tab within a client. Simply locate the files on your computer for that client and upload them. Additionally, any time you are downloading a monitoring report, you can choose to send the monitoring report to the vault. This applies to single reports as well as batch reports so you can add many reports to each client's vault in one simple step.
Other New Features, Fixes and Updates
Updates
- To satisfy ongoing requirements to keep ANSI accreditation for the AIF® designation, the following updates have been made:
- An additional disclosure has been added to the Designee Search page
- The Code of Ethics section of the initial and renewal application has been updated
- In our last release, an improved version of the Investment Comparison report was released. We have updated the name of the report to only contain the name of the report and the date. Keeping the name broad will make it easier and more efficient to save and send the report.
Fixes
- Users who had symbols in the cover page of their FeeBenchmarker report did not show the symbols being displayed correctly. A bug has been fixed that will now display symbols such as ® and © on the cover page of a FeeBenchmarker report, instead of the html code.
- When a user generated a FeeBenchmarker report, a bug was present that did not correctly display the Advisor Cost and Advisor Cost Paid By field in the report. The bug has now been fixed and will display Advisor Cost and Advisor Cost Paid By in the PDF report.
- When attempting to apply targets and ranges for peer groups in an investment policy, users did not see these the peer group targets and ranges displayed in the PDF. A fix has been implemented to display the peer group targets and ranges in the investment policy statement PDF.