Firmwide Experience

Getting Started

• Firmwide Data Integration
• Configuring Investment Objective Ranges
• Setting Alignment Drift
• Getting Account Holdings Data into Nitrogen
• Importing Household Data into Compliance
• How to Upload Account Investment Objectives

See all 7 articles

Compliance

• Reviewing Holdings Concentration
• Reviewing Accounts in Compliance
• Reviewing Households in Compliance
• Using the Proposals Dashboard
• Viewing Clients and Accounts in the Alignment Dashboard

Insights

• Using the Insights Dashboard

Controls

• How to Set Firmwide Market Assumption Controls
• User Management