Bug Fixes:
Users can now rename screeners created by other advisors within the same organization.
Column ordering has been standardized across Watchlist views to improve consistency and usability. Performance and return metrics are now displayed in a logical sequence, and column labels have been aligned with underlying data points for greater accuracy and clarity.
- Enhanced currency display logic within Portfolio Analytics to improve consistency and accuracy when viewing data at both account and Client Group levels. Currency conversions and reporting now align more clearly with the selected context and reporting currency.