Author: Justin Jones

In December, we’ve made several exciting updates including adding the Portfolio Risk Score section to IPS, improving the custom section’s inline editor, and more. Scroll down for our full list of enhancements this month. 1. Improved custom section’s inline editor…

New Enhancement: Customize asset classification and improved asset listing look and feel This enhancement provides the control to the advisor on how to list and name the different asset classes and sectors when generating reports. It also improves readability on…