Overview
Tracks client accounts relative to IPS targets, alerts advisors to drift, and hands off seamlessly to investment workflows such as Model Matching.
by TIFIN Group LLC · USA
Visit website ↗Tracks client accounts relative to IPS targets, alerts advisors to drift, and hands off seamlessly to investment workflows such as Model Matching.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.