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From a redesigned trading experience to dynamic model portfolios, bulk client messaging, and more flexible reporting capabilities, we're continuing to invest in tools that help you operate more efficiently and deliver the best possible client experience.
Here’s what’s inside:
- Enhanced Snapshot Widgets
- Trading Module Makeover
- Dynamic Model Portfolio Weights
- Bulk In-App Messaging & Broadcasts
- Configurable Instrument Fact Boxes
- Leading an International Asset Manager: C WorldWide Asset Management
Enhanced Snapshot Widgets
We’ve expanded the flexibility of snapshot widgets to give you more control over how portfolio information is displayed to your clients.
You are now able to filter data by specific assets, configure custom time ranges, and create tailored captions using dynamic variables. This makes it easier to highlight the metrics that matter most and present portfolio information in a more relevant way.
The result is a more flexible reporting and dashboard experience that allows you to tailor portfolio insights to different clients, strategies, and reporting needs.
Trading Module Makeover
We are soon introducing a redesigned trading experience built to make order management across multiple portfolios more efficient.
The new interface makes it easier to create, validate, and execute trades at scale. You can define trades once and apply them across multiple portfolios, preview portfolio impacts before execution, and quickly identify issues such as insufficient cash balances.
The enhanced workflow also introduces improved order grouping, bulk order support, and a more intuitive rebalancing experience, helping you execute trades more efficiently while maintaining full oversight.
Dynamic Model Portfolio Weights
Model portfolios can soon automatically adapt to changing market conditions through dynamic weighting.
Instead of relying solely on static allocations, dynamic weights adjust based on market movements, helping your target allocations stay aligned with the underlying strategy over time. The functionality also integrates directly with existing rebalancing workflows, automatically generating the holdings and transactions needed to maintain target allocations.
This update reduces manual maintenance while providing a more accurate representation of model portfolio performance.
Bulk In-App Messaging & Broadcasts
Communicating with groups of clients is about to become much easier.
Our upcoming broadcast messaging functionality enables you to send personalized messages to selected client segments directly from the platform. Using flexible audience filters, you can target specific groups while keeping each message relevant through dynamic placeholders and custom fields.
The new workflow will also include draft management, message previews, and delivery tracking, giving you greater control over client communication at scale.
Configurable Instrument Fact Boxes
Instrument pages are becoming more configurable.
Soon you can choose which data points appear in instrument fact boxes, define the display order, customize labels, and include both custom fields and performance metrics. This allows you to tailor instrument views to your specific needs and ensure the most relevant information is always front and center.
The enhancement provides greater flexibility across client portals and advisor workspaces while improving the overall user experience.
Leading an International Asset Manager: C WorldWide Asset Management
The latest episode of our podcast, Wealth Insider, features Bo Almar Knudsen, CEO & Portfolio Manager at C WorldWide Asset Management.
Having spent nearly three decades at the firm, Bo shares his perspective on building an international asset manager while staying committed to a long-term investment philosophy.
The conversation explores how C WorldWide expanded internationally, why patience remains a competitive advantage, and how technology and AI are changing the way investment teams work.
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