Read about the new features in this factorE Black Diamond Press Release

The new dashboard

Fe Dashboard

You will still have access to the same portfolios and the same features… but as we continue to roll out new features (for example, Investment Search, Customized Reporting, Custom Assets), these features will exist in our dashboard.

Build portfolios with multiple accounts

Fe Multiple Accounts

For those building portfolios that have multiple accounts—IRAs, trust accounts, 529s, variable annuities, separately-managed accounts—our new multi-account portfolio system (a huge change to our database) enables all of those features. Play around in the “Manage Portfolio” section. We think you will love it!

Improved functionality, cleaner look

Fe New Look

All of the same features that were there are still here… with a new look, some additional functionality (reports, proxies, customized windows). Don’t be afraid to click buttons. We will have plenty more webinars and “Coffee at the factorE” sessions to dive into these exciting features, but in the meantime you can always call us to learn more. We’re here to help you grow your business!