This weekend we’re rolling out a new release of Adviser Workstation. With it come a number of great new features including seamless importing, advanced charting, and customizable web portals.
Webportal with customizable client overview
You can find the full list of new features below.
We’ll have training sessions over the next few weeks to introduce you to all the updates and help implement them into your practice:
Monday 19/12 at 10am
Tuesday 20/12 at 10am
Thursday 22/12 at 10am
Tuesday 3/1 at 2pm
Wednesday 4/1 at 10am
Friday 6/1 at 2pm
New Features
Positional History Tracking – we have enabled the ability to track changes over time within your model portfolios and client portfolios, without the need to track the full transactional history.
Flexible Portfolio Report – The snapshot report will have options for you to pick and choose which sections you want to include. This is also enabled within batch reporting to allow for simpler reporting options
New, Improved Webportal – Now with an overview of investments screen including list of client portfolios with valuations, asset breakdowns and geographic breakdowns. Client document upload feature, so clients have a way of providing signed documentation back to you with audit trail.
Quick access to Efficient Frontier – Under the main menu you will have quick access to the efficient frontier tool to allow you to quickly check your client’s portfolios risk and return. There is also a flexible report option.
Transact seamless import – for advisers using the Transact platform, you can now bring in your data directly to adviser workstation. You will need to have a data transfer agreement set up with Transact.
Income Charting – new charts that provide analysis on income
Income vs. No Income Chart: View the effect of reinvesting dividends on performance
Holdings Similarity Charts – charting tool that helps provide analysis on how similar the underlying holdings are to index tracked – this feature helps to highlight closet tracker funds.
If you would like to learn more about any of the above we are holding special traning sessions on the following dates, use the link to register: https://www.formstack.com/forms/?1147562-V2J4VbuM3h