Recording of Feature Presentation Passcode: NW?r1n^z
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Updates were made to the Goal Planner presentation to make it more friendly to our users with visual impairments. These changes are rolling out to Wells Fargo this month. Be on the lookout for these changes rolling out to EMA this year as well. Read more…
Questions? Anand K, Josh Belfiore | Released on March 8
Fidelity Institutional Wealth Adviser LLC (“FIWA”) offers the digitally automated managed account platform (“AMP”) to financial intermediaries for use with their clients or prospective clients. Since its inception, “Geode Advisors” has been the Investment Advisors. However, FIWA is ending its contract with Geode so that going forward “FIWA” can be the investment advisor. As part of this Conversion (from Geode to FIWA), Fidelity is taking this as an opportunity to make a few product updates as well to better position AMP and also to clean up their book of business by decommissioning the firms which has no to little usage of AMP so far and by ending support for AMP 1.6 users. Lastly, we will be fetching Model details by using a new “Models details API” from Fidelity and will NOT be fetching from eMoney like we did for “Legacy Financial” in the past. There are NO groundbreaking changes for the end-users perspective, however, there are critical Business logic and flow changes. Read more….
Questions? Sachin Bindal, Maureen Carnakie-Baker | Released on March 18
2022 Long Term Care Cost Data Updated (normally including in Annual Federal Updates, but the data source was delayed.
Questions? Martin Zhao | Released on March 8
Updates were made to our market index data to ensure up-to-date results for all of our users.
Questions? Andrew Propst | Releasing to everyone on March 23
eLearning launched our “beta” Courses in December 2021 to the EMA install only. Now we are broad launching our new courses to all installs and archiving our legacy courses. The new courses cover all of the same subject material as our legacy courses, but are more polished and have a more modern, structured flow to them. Read more…
Questions? Jacob Carwile | Releasing March 29
Financial professionals using the Administrative Portal will now be able to manage and maintain access to the Incentive application. To date, Firms owned the ability to provide access to employees, while Incentive managed the removal of data. This ability to remove active users is now an action that will be controlled by a Firm.
Questions? Chris Grant | Released March 15
Financial professionals, with the permission to do so in the Administrative Portal, are now able to update multiple aspects of fellow users for their Firm. Available as a permission to Firm Admins today, they will be able to update an existing Firm User’s permission group, plan access, and profile information.
Questions? Chris Grant | Released March 15
In an effort to increase ease of use, Bamboo users can now create an Email Template without having to recreate it from scratch and already sent the email. Read more…
Questions? Arjun Padmanabhan, Luke White | Releasing March 29
Several new pieces of content have been added to our Bamboo content library and several existing pieces of content have been updated.
Questions? Jackie Wolf | Releasing March 29.
Check out the full inventory here à Read more…
Questions? Pam Still | Released February 11.
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