Feature Release: Notifications, Dashboards, Portfolio Table Layouts and more..

A new feature release dropped this morning with some exciting new upgrades.

Release: All Users

• Dashboards: A revamped look that helps all users stay organized and focused on the most timely and relevant work. Video Overview (2 minutes)
• Notifications:
  • In App Notifications: Video (1 minute)
  • Email Notifications: Video (1 Minute)
• Date Range Filter Improvements: Quick Video ( 30 seconds)

Firms:

• Firm Settings: Company Fields: Video Overview ( 3 minutes)
• Portfolio: Customizable Table View: Video Overview ( 2 minutes)
• Seasonality: Health & Value: Quick Video ( 30 seconds)