New Features
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New Data Points Addition for Custom Views Batch 4 -
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Ability to add Equity investments and sync with Morningstar data
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)
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.
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Deleted model portfolios showing up on the comparison screen have been resolved.