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Plan Model Portfolio - Fund Limit Increase
When using Plan Model Portfolio in FirmPlus you were previously limited to including a maximum of 20 funds across all models. We have now increased this to 35 so you can include more funds in your Model Portfolios!
Plan Model Portfolio - Report Section Update
The Plan Model Portfolio report sections have been updated to enhance the design of the report sections and to expand/improve the data provided in both the Summary and Individual Model pages of the report section. Details and a sample report are below:
- Fund Limit increased from 20 to 35
- Performance data on the Summary page have been updated to now display Year-To-Date and 10 Year performance numbers.
- Bar graph colors on the Summary page have been updated to a more modern color palette.
- The Individual Model pages have been redesigned and updated:
- Fund List has been moved to the right side of the page.
- Model Composite Performance bar-graph has been moved to the left side of the page.
- Model Composite bar-graph colors have been updated to a more modern color palette.
- Model and Benchmark performance data points have been added to a table below the Model Composite Performance bar-graph.
- Model Composition has been moved to the bottom-left corner and now includes data on the unidentified portions of the model's holdings.
Plan Model Portfolio - Report Sample: Download
Add Custom Funds to Master Models
When creating Master Model Sets you can now choose to include Custom Funds in your Master Models. Simply add a Custom Fund(s) to your Master Model Plan and you will be able to include them when setting up your Master Model Sets.
Search Indicators in Fund Management
To make it easier to know when FirmPlus is performing a search in Fund Management, we have added search status indicators when refreshing the data on the page or expanding a row in your search results.
Bug Fixes & Other Changes
- Fixed a bug when using Closed Fund Filters in Add Fund or Fund Search where Closed Funds would still display in search results.
- The Provider Comparison tab on Fund Management has been renamed to Lineup Comparison
- Fund Search now displays fund criteria data when using the Active or Passive Criteria View in red or green based on if the fund passed or failed the criteria.