When we set out to build a new platform that better fit the needs of the modern-day advisor, innovating our reports protocol was at the top of the list. After listening to our customers, we moved towards creating a streamlined system for you to retrieve your reports.
In the past, when you processed reports, you would be faced with this screen:
From there, you would be prompted to close this box and in turn, would be emailed a link where you could then download your reports from. While this method works, we really felt that we could improve the process in order to save you time and to prevent any confusion that may arise while looking for your reports.
In the new AssetBook platform, we’re reducing the number of steps that you need to take in order to get your reports and localizing where these reports are stored.
If you’ve already upgraded to the new AssetBook preview program, you’ll notice that now when you run reports, whether individually or as a batch, a report processing box won’t appear as it does in Radar. In the new platform, we’ve introduced a new feature called Document Center, which can be found here:
Instead, after running reports, you’ll be able to find the new processed files in your Document Center along with a progress status display. When the reports are ready, you’ll receive an email notification saying that they can be found in your Document Center. You can find the reports like this:
We’re really excited about the changes being made to build the new platform. After listening to a lot of feedback, we feel like this new system will save you time and make your life a whole lot easier.
If you’re interested in joining the AssetBook preview program, send us an email at firstname.lastname@example.org and we’ll get you migrated onto the new platform. In the meantime, stay tuned for a more detailed look at the new Document Center as well as the other new features that will be rolled out with the new AssetBook platform.