We are really exited to share a couple of new features we have been working on recently and give you a sneak peak into our product roadmap for the upcoming weeks!

 

Pre-Trading

  • Buy/Sell buttons for trade simulation in Portfolio Positions – in top menu and in position details

  • To come: bulk trading, e.g. sell Nestle from all portfolios

New Portfolio

  • Button in Portfolio table (admin-only) to create:
      • consolidated portfolio by adding or removing sub-portfolios.
      • model portfolio to compare with client portfolios
      • manual portfolio by uploading transactions from banks not connected to WealthArc
    • To come: more transaction types (fx transactions, corporate actions) in manual portfolios and rebalancing for model portfolios

 

If you have any question or ideas that you would like to share with us feel free to email us at: support@wealtharc.com

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