Our Major Release 1- 2022 updates include enhancements to our Asset Management product. Here's a quick outline of those enhancements.

Distribution Channel: Pipeline

We know that Sales isn't limited to Wealth Managers, so we have incorporated Pipeline, including New Business in the Asset Management product. This will allow you to track your New Business as they are associated with your institutional relationships and distribution channels and teams. We added a new tab on Distribution Channel: Pipeline.

Rep Codes

You can now add multiple Rep Codes to Contacts, as well as associate them with a Distribution Channel.