Lucas Stifano · Dec 30, 2025
Client Group: A Managed Entity Architecture
Managed Entities models households, corporations, and trusts the way they actually exist, so your notes, tasks, documents, and workflows stay organized without duplication.
Lucas Stifano · Dec 30, 2025
What is New in Portfolio Shift: Unified Rebalancing for Funds, Stocks, ETFs, Cash and Tax
Portfolio Shift grows from a mutual fund rebalancer into a complete portfolio construction engine handling funds, equities, ETFs, cash constraints, and tax impact in one workflow.
Lucas Stifano · Dec 30, 2025
RBAC: Team Access and View Only Mode
Role Based Access Control lets you control what each team member can do and which client entities they can see, enabling cleaner collaboration and tighter privacy.