New Features:
Enhanced Watchlist module integration in Wealthcraft
Column Set Functionality (Custom views)
Create and save personalised Watchlist views by selecting the columns that matter most to you. Custom column sets help you focus on relevant information, streamline analysis, and work more efficiently.
Add Investment - File Upload
Bulk investment creation is now faster and easier. Simply download the CSV template, enter your investment details, and upload the file to add multiple investments in just a few clicks.
Add Investment - Manual Search
Discover and add investments with ease using the enhanced search experience. Quickly locate the right investments and add them to your Watchlist, helping you build and manage your portfolio more efficiently.