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June 2023 - What's New in Advisor View
We know how important the Compliance ADV report is to your business. This report compiles relationship data for the account set and as of the date you choose to help you complete Form ADV.
In the past, if you wanted to extract the information shown on the Compliance ADV report, you had to use the Household Members bulk report to gather the required information. Now you can directly export the details from the Compliance ADV report to a CSV file. This export gives you enhanced flexibility and compatibility for your audits to ensure that you have configured the correct AUM households and compliance fields.
To export the report data, select Export Accounts on the Compliance ADV Report page.
For details about this export and what it contains, see Compliance ADV Report Details.
As an advisor, you want to provide your client with the most complete picture of their portfolio. We heard your feedback that you wanted more capability regarding benchmarks. With this release, you can assign and save benchmarks to security groups.
In the past, you could assign benchmarks at the security level. Now, you can assign them to security groups as well. This enhancement gives you a streamlined approach to managing security- level benchmarks and ensures consistent reporting across all reports that include security group benchmarks.
For more information, see Maintaining Accounts: The Security Groups Panel.
We have made important updates to our Composite Statistics report to align with the latest Global Investment Performance Standards (GIPS). As a result, we have added additional data points to ensure that our report now includes all the necessary dispersion data points.
When you add any of the following new columns, you will have the option to give them a custom formatted name.
We understand the importance of providing your clients with a holistic view of their portfolio progress. We’ve listened to your feedback, and we’re excited to announce an update to the PDF Full Account Performance report. With this release, the Inception Date is now an available column in the full Account Performance PDF report.
You can see the change when you add or update the Account Performance section in the PDF report. For more information, see Create, Edit, and Delete Template Types.
