Product Updates

Vault folders reflect the date of the latest uploaded file in all subfolders - AdvisorVault - 4/21/2012

The folder modified date in the Documents view now reflects the date the newest file the was uploaded to any subfolder. This way a client can see from the top level what folder contain a new file. The update of the parent folder modified date will update within 5 minutes of the file being uploaded to one of the subfolders.

FTP - Portfolio Reporting bulk upload will now accept Word, Excel , Powerpoint and text files - AdvisorVault - 4/21/2012

FTP of Word (.doc, .docx) , Excel ( .xls, .xlsx) , Powerpoint (.ppt, .pptx), CSV (.csv) and text ( .txt) files in addition to PDF files is now supported. This completes the update announced on 4/3/2012.

The naming convention remains the same, the account number ( or unique account identifier) followed by an underscore and the filename. ( for example JohnDoeAccount1_QuarterlyFeeInvoice.docx). Different types of documents can be uploaded together in one upload.

in the AdvisorVault Express Parameter File setup continue to use the "PDF" selection for the Extract Type. This selction will allow Word,Excel,Text,CSV and Powerpoint files to be uploaded. A change to the selection pulldown to display "File" will be made in the near future.

Document File/Folder size now displays correct value - AdvisorVault - 4/14/2012

A problem with folder and file size display in the Document view has been corrected. The file sizes and the folders now display the correct values

Portfolio Reporting bulk upload will now accept Word, Excel , Powerpoint and text files - AdvisorVault - 4/3/2012

Prior to this software update the Portfolio Reporting Upload feature would only accept PDF uploads. In addition to PDF files, the feature will now allow bulk uploading of Word (.doc, .docx) , Excel ( .xls, .xlsx) , Powerpoint (.ppt, .pptx), CSV (.csv) and text ( .txt) files. The naming convention remains the same, the account number ( or unique account identifier) followed by an underscore and the filename. ( for example JohnDoeAccount1_QuarterlyFeeInvoice.docx). Different types of documents can be uploaded together in one upload.

This update is currently working through the AdvisorVault (apiav.com) only. The ability to upload Word, Excel, Powerpoint, CSV and text files via FTP will be implemented in the next two weeks.

Bulk uploading these documents works the same way as it does for uploading PDF's. Select "Upload Reports" in he left menu and then "Report Upload" then either select "ZIP" or "Report Files" then select the appropriate files to upload.

Calculators have bee updated for 2012 - Websites - 1/6/2012

The caculators appearing on Advisor Products websites have been updated to 2012 rules and regulations. The most significant calculation changes in this update were to the retirement, savings, and tax calculators. For more detail about the changes to the calculators please go to http://www.dinkytown.net/money/update12312011.html

Calculators updated for 2012 - Personal Client Portals - 1/6/2012

The caculators appearing on Advisor Products personal client portals have been updated to 2012 rules and regulations. The most significant calculation changes in this update were to the retirement, savings, and tax calculators. For more detail about the changes to the calculators please go to http://www.dinkytown.net/money/update12312011.html

AdvisorVault TD Ameritrade interface is live with Veo - AdvisorVault - 12/13/2011

For advisors who use TD Ameritrade, AdvisorVault now allows your clients to view reports based on data downloaded live from Veo without having to upload any files.

Clients can see the following reports :
- Account report with balances
- Account holdings report with symbols linked to market data about those securities
- Transactions report

Reports can be printed or exported to Excel

Advisors using AdvisorVault can contact service@advisorproducts.com to enable the TD Ameritrade interface.

If you are interested in AdvisorVault you can read more here

Control over clients or professionals uploading of files - AdvisorVault - 12/7/2011

A new "Manage Permissions" page has been added under "Edit Profile" in the advisor admin backoffice. The page allows the advisor admin to set clients and/or professionals to "view only", removing their permissions to upload or delete files. This control works on a firm's vault globally applying to all clients or all professionals.

A firm may want to use this control for the following reasons:

1) Usage of vault space: The firm does not want clients/professionals uploading documents in order to control space usage.

2) Compliance reasons: A firm's Broker Dealer may require that clients/professionals not be able to upload documents.

To access this feature:
-Log in as advisor admin
-Click "Edit Profile" button in the left menu
-Click the "Manage Permissions" link on the upper right
-Click on the "Can only view files" checkbox
-Click update

The application of the new permissions could take some time as all the client folders and files have to be updated.

Once this operation completes, all clients will no longer see the upload button in their document vaults and they will also no longer be able to delete files or manage the permissions of the files.

NOTE: After the checkbox is checked and saved, if the checkbox is then subsequently unchecked and saved again, then clients will be given the normal permissions that they would have after being created. Any modifications to permissions made after that client was created and prior to setting them to "view only" will not reinstated.

Control over clients abilty to edit their profiles - AdvisorVault - 12/7/2011

A new "Manage Permissions" page has been added under "Edit Profile" in the advisor admin backoffice. The page allows the advisor admin to hide the "Edit Profile" link in their client's vaults so the client cannot change the email address or . This is a global control that applies to all clients. Advisors may want to use this feature if they do not want their clients to be able to change the name, email address, phone number or security question/answer associated with the client vault.

To use this feature: -Log in as an advisor admin
-Click "Edit Profile" button in the left menu
-Click the "Manage Permissions" link on the upper right
-Uncheck the "Can edit profile" checkbox
-Click update

After the operation is completed, clients will no longer see the "Edit Profile" button in the left menu in their vaults. The button can be restored to client vaults by checking the box and clicking update.

Control over clients abilty to add professional access to their vaults - AdvisorVault - 12/7/2011

A new "Manage Permissions" page has been added under "Edit Profile" in the advisor admin backoffice. The page allows the advisor admin to hide the "Manage Professionals" link in their client's vaults. This is a global control that applies to all clients.

To use this feature: -Log in as an advisor admin
-Click "Edit Profile" button in the left menu
-Click the "Manage Permissions" link on the upper right
-Uncheck the "Clients can create/manage/view professionals" checkbox
-Click update

After the operation is completed, clients will no longer see the "Manage Professionals" button in the left menu in their vaults. The button can be restored to client vaults by checking the box and clicking update.

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