Back|
Back |
|
October 2017 - What's New in Advisor Rebalancing
|
|
We've added a new trade file, the AssetMark Mutual Fund trade file. This trade file gives you an additional option for trading mutual funds.
You can enable this trade file on the System Settings page, under Trade File Settings. Once enabled, you can choose this new trade file on the Account Settings page, under the Account Configuration tab.
Your feedback, suggested improvements, and new feature requests are important to us. We continually monitor this feedback so that we understand your needs and incorporate those needs into each release. Because your feedback is vital, we improved the Suggestion Box to make it easier to submit feedback and to provide a way for you to track the suggestions you submit.
Now, when submitting a feature request, you'll no longer have to type your personal information such as your email, phone, and company name. You can still attach files to your feature request in case you want to provide examples or screenshots to illustrate your comments.
Once you've submitted the request, you can track the requests you and your firm have made over time, allowing you to see your feedback in action. Once a request has been resolved or incorporated, you'll receive an email about the change and your request will be removed from this list.
You can access the Suggestion Box by clicking the Suggestion Box link in the Support & Training Center.
If you submitted feature requests before 2017, you won't see them listed. Only requests submitted in 2017 or later will show on the Feature Requests page. However, any requests you've submitted before 2017 are still being tracked to drive future product enhancements.
In order to incorporate the latest features of modern Web browsers and to continue improving security, we have discontinued support for Internet Explorer 10 as of October 19, 2017.
Please take the time to upgrade to Internet Explorer 11 or later and ask your clients to do the same. We are committed to improving the products and services we offer, and we want you to get the most out of the new functionality we are developing.
If you are using Internet Explorer 10, you will find that Advisor View and Advisor Rebalancing are not accessible after October 19, 2017. If you have any questions, contact your Tamarac Service Team.
