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October 2019 - What's New in Advisor Rebalancing
If you use both Advisor Rebalancing and Advisor View, you are likely familiar with the upload process that brings reporting data into Advisor Rebalancing. We recently improved the way we process your firm's data during this upload process. While you won't see any changes to the user interface or the upload process, you will see that uploads are 30% faster than before.
In order to use the Industry Group Restrictions feature in Advisor Rebalancing, you will need to accept one-time terms and conditions before proceeding, even if you've used industry group restrictions in the past. After you've accepted these terms and conditions once, you can continue to use this feature as you normally would.
If you are currently using industry group restrictions, any previously configured restrictions will not be deleted and will not change. Your restrictions will become visible once you accept the terms and conditions.
