New Features
- New Data Points Addition for Custom Views Batch 4 - Download link below.
Ability to add Equity investments and sync with Morningstar data ("Add Morningstar Asset" button will be available for R&A clients on May 20th 2026)
This functionality allows users to easily create investments in Wealthcraft, with the information automatically saved and kept up to date in our central system.
- Two new reports added on the Watchlist – Equity Analyst and Managed Investment Report (MIR) - Download link below.
Bug Fixes
- Price based movement chart issue resolved for investments with inception date between 2019 and 2022.
- Saved screener would disappear after the record being saved.
- Deleted model portfolios showing up on the comparison screens have been resolved.
Issue with 12-month yield value not showing have been resolved.