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November 2012 - What's New in Advisor Rebalancing

Contents

Trade Summary

Create Saved Searches Across the Advisor Xi Suite

Modify Expiration Dates for Trading Notes

Share Account Sets

Expand & Collapse the Header Above the Account Grid

Export Columns on the Accounts Pages to a Comma-Delimited File

Improved Case Management on the Support & Training Center

 

Trade Summary

Over the years, many of you have asked for a quick and efficient way to focus on trades for a single account or group. That's why we're excited to introduce the Trade Summary, which provides a consolidated look at your trades, account information, and cash information. The Trade Summary can be used in conjunction with the Trade Review page, which provides a trade-focused view of intended trades (orders).

The Trade Summary page delivers these powerful features:

Learn More >>

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Create Saved Searches Across the Advisor Xi Suite

Many of you use saved searches every day when you want to locate an account or multiple accounts.

Using saved searches, you can look for accounts that meet specific criteria - for example, you can use saved searches to locate accounts that are holding between $1 and $10,000 of IBM. By using saved searches, you can organize daily workflows to monitor accounts that meet your predefined criteria.

To make searching even more powerful, we're excited to announce that you can now pull information from Advisor View into your saved searches. This new search capability allows you to gain deep insights into your business.

For example, you can now create a search that looks for:

As part of this process, we've also streamlined the user interface and made it easier to build and revise your saved searches.

Learn More >>

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Modify Expiration Dates for Trading Notes

In the July release of Advisor Rebalancing, we delivered trading notes, which highlight notes differently than account notes so a trader or another advisor in your firm won't miss them.

By default, Advisor Rebalancing will only differentiate trading notes from account notes for one day. However, you can specify the number of days you want Advisor Rebalancing to differentiate the notes.

Based on your feedback, we heard that sometimes you want to adjust the expiration date after you've created the trading note. With your feedback in mind, you can now adjust the expiration date for trading notes.

To adjust the expiration date for a trading note, on the trading note, click the Display through date. In the Modify Expiration Date box, click a new expiration date for the trading note and then click Save.

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Share Account Sets

Have you created an account set that would be useful to others in your firm? With this release, you can share your account sets.

To share an existing account set, on the Accounts menu, click Account Sets. In the Select an Account Set list, choose the account set you want to share, and then select the Share account set check box.

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Expand & Collapse the Header Above the Account Grid

The header, located at the top of the account grid, contains filters that many users frequently use.

To increase the space available for the account grid, you can collapse the header.

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Export Columns on the Accounts Pages to a Comma-Delimited File

Advisor Rebalancing can now export the information on the accounts pages to a comma-delimited (CSV) file. This new feature makes it easy to create your own custom reports in Microsoft Excel®.

To export these pages to Excel, follow these steps:

  1. Visit one of the following pages:

  1. Select the accounts for which you want to export data to a comma-delimited file.

  2. In the More Actions list, click Export to CSV, and then click Continue. Advisor Rebalancing exports the information to Excel.

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Historical Account Note Improvements

When you view account or trading notes, Advisor Rebalancing will now show you all historical notes on the notes dialog by default.

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Set Default Settings for the Trade Actions Dialog

Many of you configure the same settings each time you visit the Trade Actions dialog. For example, you may run the same bulk report each time and you likely always log your orders. To streamline this process, you can now set the default settings on the Trade Actions dialog.

To set the default settings for the Trade Actions dialog, on the Setup menu, click System Settings. Under Default Trade Actions, select the default behavior you want and then click Save. The next time you visit the Trade Actions dialog, Advisor Rebalancing will configure the dialog with the default settings.

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Improved Case Management on the Support & Training Center

To help you get the most out of your support hours, you can now track your hours on the Support & Training Center. To check out this new feature, simply click Help and then click the Case Management tab.

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