New Features Release – July 2019

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!

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Pre-Trading

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• 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

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New Portfolio

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• 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

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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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