We are excited to announce our last update before the end of Q4. Streamlining efficiency is always in mind when making enhancements to our Fiduciary Focus Toolkit; this release is no different and is highlighted by the ability to mass upload custom investment.
New Feature - Mass Upload Custom Investments
Users can now mass upload custom investments in the Fiduciary Focus Toolkit. Streamlining efficiency, this new feature will allow users to add any custom investment (i.e. stocks, bonds, Guaranteed Interest Contract [GIC], etc.) in mass to use in the Fiduciary Focus Toolkit. It also makes adding new data, a regular, quarterly need for reporting on the full investment menu, much easier to do because all investments can be done in one upload, rather than one by one.
Not only does this help efficiency, but also offers users a way to easily maintain an internal database of custom investments (CIs). Simply save the import file locally and making the necessary adjustments to the file each quarter. Users can add or modify any time periods and data points as desired. When users upload the adjusted file, it overwrites all pre-existing data (specific to the investments and data periods provided).
Please refer to the Custom Investments help article for a detailed description of this new feature!
New Feature – Move Cover Page Disclosure to Second Page
Disclosures can be a necessary evil. Sometimes they get long and take up too much of the cover page. Other users just don’t like how they look on the cover page. Given that, users can now choose to move their custom disclosure from the cover page and have it start on a second page.