Highlights
Advisor Engagement Analytics
Enterprise admins can now view rolling 30-day active advisors on the platform, along with insight into which features are being used most — giving leadership clearer visibility into adoption and engagement.
Factsheet Management
A new Factsheets sub-tab lets admins upload factsheets to specific models on demand, with new factsheets automatically appended to any new proposals built with that model.
Rolling out to clients soon.
Faster Market Heatmap
The 1-Day Market Heatmap now runs on intraday quotes (15–20 minute delay), giving you a much fresher view of the market day. Weekly and longer time periods continue to use institutional-grade FactSet data.
Benchmarks Arrive in the Builder
A new “+ Benchmark” control on the Builder home page lets advisors attach a benchmark directly in-flow, and the new Set Benchmark modal offers both Default and Custom tabs — preset options when you want speed, full configurability when you want control. Available platform-wide.
Social Security COLA
Cost-of-living adjustment (COLA) has been added to Advanced Settings under Social Security, making retirement projections more accurate for every client and tenant.
Also This Month
Beyond the highlights, the benchmarks workflow continued to build out across the platform, with a redesigned comparison view, benchmark display and editing throughout the Builder, and flexible rebalancing options. Proposals gained clearer status visibility and smoother flows.
Stress-test calculations were refined to align with our documented methodology — including clearer recovery-timeline measurement (now labeled “Peak to breakeven”) and more accurate results for short, severe market shocks. We also resolved a range of reported issues across charts, access, factsheets, notifications, and email delivery.
Under the hood, we strengthened platform security with vulnerability remediation, endpoint hardening, automated threat protection, and automated secret rotation; completed a major database modernization; moved a core service onto our standard modern runtime; and expanded automated end-to-end testing to more than 850 test cases running around the clock, backed by new uptime monitoring and sharper alerting.