Scroll down to explore expanded reporting options, new account configuration options, and improved security search functionality.
Ability to Deactivate Accounts in Atlas
You can now remove client accounts directly in Atlas! Enhanced flexibility in removing accounts from Atlas giving you more control over client data management
13F & Security Details Firm Wide Reporting
Availability of the 13f reports allows you to streamline “pulling” required documentation for SEC Audit.
|Additional Reporting ConfigurationsWe have updated our reports to add new configurations:|
– Added IRR to Calculation Type
– Dynamic Performance Chart Range, choose between Inception to Date Monthly and Period to Date Weekly
– Ability to switch between landscape and portrait report views
Allocation & Performance Summary Sub Report
This report consolidates the allocation summary, portfolio change and performance summary to a single report – this update enables you to provide concise overview of client accounts and households during review meetings.