Better User Experience
- Clean, responsive design delivers a complete experience to all major computers, browsers, and tablets.
- New enterprise-data oriented framework drives and supports all workflows.
- New dashboards illuminate books of business to manage clients, proposals, and models.
- Secure, encrypted, 100% cloud-based framework.
- Automation of personal and institutional model management and drift monitoring.
- Leverages Firm Data for Users, RepIDs, Splits, and Risk Profiles.
- More secure single sign-on method SAML 2.0 industry standard
Better Account Coverage
- Daily updates and monitoring of accounts with custodian-updated Risk Profiles for most accounts.
- Flexible account search lets you focus on accounts by Account Prefix, Market Value, Registration Type, RepID, Custodian, and more.
- Track Risk Profiles, RPQs, Risk Budget Overrides, and statuses for all accounts.
- All proposal history versions are available online for viewing.
- Home office tracks Risk Profile Questionnaire paperwork receipts.
- Separation of Proposal and Account Workflows.
- Improved ability to link actual Accounts to Proposals.
Better Book Management
- Separate workflows for managing Clients, Proposals, and Models
- Ability to sort, search, and filter dashboard columns, and filter based on various surveillance alerts.
- Ability to upload assets for inclusion in models and download assets in models for review.
- Ability to download dashboard results for reporting and process workflow.
- Better visibility on account status, linking accounts to proposals, and home office receipt of paperwork on accounts.
