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Monitoring

monitoring

drift-reporting

Drift reporting

Monitor drift at the account and household level. Quickly identify actionable portfolios on the dashboard. View drift at various asset classification levels, at the position level and for cash.


money

Cash management

Track cash allocations and cash requirements using customizable views. Receive dashboard notifications for portfolios that have cash deposits, pending cash withdrawals, or that require raising cash.


monitoring sheild

Investment policy compliance

Create unlimited investment policies with categories comprising of different classifications. Protect yourself and your clients with instant alerts of policy violations.


Dashboard

Dashboard

Create customized dashboards on a per user basis by choosing from a wide variety of widgets. Start your day by viewing all of your actionable items at-a-glance. Review drift, investment policy violations, cash deposits and withdrawals, exposure, portfolio statistics, tax loss opportunities, order sets that require approval, and more. Take action quickly.


tax-opp

Tax opportunity screening

Screen accounts and households for tax loss harvesting opportunities at the position or trade lot level. Set amount and percentage-based thresholds.