We have added the following features to the Client Portal:
- Ability to select holdings information as at a particular date
- Sorting function on holdings within an Asset Class
Holdings as at a selected date
When a client logs in, the Allocations section will now display today's date by default, with the portfolio valuation effective as at that date.
Do you want to change the date? By clicking on the date, this will bring up a date picker box allowing you/client to select a prior date.
Once a new date is selected and "OK" is selected, the holding details will be updated with holdings as at the new selected date.
Selecting "View All Holdings", will now display holdings as at the selected date as well.
Sorting function on holdings within an Asset Class
When a client selects the drop down button for an asset class, and there are more than 5 securities in the asset class, they now have access to a sorting option. Sorting is displayed in alphabetical order on security name by default. However the client can also choose to sort by increasing or decreasing value.