Highlights
Comparison Reports
Comparing two models in Portfolio Builder used to end on screen. A new Review step turns that comparison into a finished report: name it, set the advisor and the advisory fee, preview it, and save it alongside your proposals in a new Comparison Reports list.
Available to firms with Portfolio Builder.
One Fact Sheet, Correct Everywhere
Fact sheets now come from a single source tied to each security, so a model shows the same current document on Resources, on its chart, and in the proposal PDF. The Fact Sheets list shows a preview of each document with its “as of” date, or a clear Not uploaded marker and an upload button, so gaps are obvious at a glance.
Stress Test Looks Inside the Models You Hold
When a portfolio holds a model, Stress Test now reads through to that model’s underlying holdings and maps each one to its real asset class. Held models show their actual names, correct history start dates, and correct scenario months, with the methodology disclosed on screen so results are easy to explain.
Fresher Quotes, Histories You Can Rely On
One-day ETF quotes and the Recent News panel in the Builder now run on fresher data. Model holdings refresh every month, and an alert is raised if any holding fails to update, so a stale “last updated” date cannot go unnoticed.
Defined-outcome buffer ETFs now carry their per-fund outcome terms as structured data rather than free text, the first step toward supporting them properly.