Scroll down to explore new billing configurations, updated performance reporting, and expanded flexibility of our WealthTech API.
One Off Fee and Rebate Calculations
You can now calculate one-off fees and rebates directly in Atlas! This allows you to generate fees for a single client household or provide rebates to your clients.
Semi-Annual & Annual Billing
We have increased the flexibility of fee structure configuration in Atlas by adding Semi-Annual and Annual billing frequencies.
Performance Inception Date
We have enabled the ability to update the inception date for performance. This allows you to capture performance as of the date assets were invested for a client.
|WealthTech API Updates|
Tax Lots are now available using WealthTech API. Additionally, we updated our Developer Documentation including new use cases and specifications on available data elements.