Date of Release: June 25, 2025
Key Theme: Custom Score available in the new Scorecard Report Section Layout
Any user can now take advantage of the highly regarded scorecard report section format. Concise, flexible and effective, it showcases any unique scoring system setup as a watch list trigger.
Recent Enhancements
New Report Section
Description:
Configuration options exist for our standard grouping and sorting plus additional fields to enable or disable certain report components such as the status, accrued points, percentile rank (for applicable data elements), index return vaules, a visual guage showing pass/fail status and the underlying raw data value. The gauge and the data values also support a color configuration.
The section includes a grouping for each unique scoring methodology, a row per investment and then a column for each of your scoring criteria. The investment values are then presented inside each cell.
Benefit/Impact:
This new section lets you explain the score criteria (aka watch list trigger) in your desired level of detail. Two variations of this section are shown below, but many more layouts can be generated using unique combinations of the configuration options. It's a must have section if you are building your own scoring criteria.
This example has everything enabled with gred and red font being utilized. It also includes a row for the index return values for an additional comparison point.
This example focuses on the points accrued for each criteria and a simple gauge display of what is passing vs not.
Feature Name: Bug Fixes and Minor Enhancements
Enhancements:
- Over 4,500 investments are now supported in the Executive Summary and over 1,000 in the Scorecard reportsection.
- The Standard Recordkeeper Transform now captures key BI elements such as plan address info, advisorcompensation type and amount, fiduciary status, third party fiduciary info and the underlying product name.
- The provider import “blue bar” will now always import the plans in the background regardless of how many accounts you select to import. This improves usability as you do not need to wait for the clients to be created for the screen to refresh.
Bug Fixes:
- The Executive Summary report section will now properly group and sort investments based on the selected template setting.
- There was an issue with the columns not sorting when a user would navigate to the “Investment Notes” tab for a fund in the investments tab. Now, if you click on a column heading, the table will sort accordingly.
- When the “Remove Watch Bubble” option is selected in a report template, the state of affairs would not display the Funds on Watch Table and the Proposed/Remove Changes Table. This has been changed so that those tables appear.
- When a user attempts to load new investment notes to multiple share classes in the same file, the import will properly assign the note to the correct share class.