With this release of FirmPlus, we are rolling out the new Fund Management feature as well as a few other updates related to investment data. Check out the details below!
If you have feedback or ideas for new features for FirmPlus, please send those to Fi360Support@broadridge.com. We would love to hear from you!
New Features
Fund Management
Fund Management allows you to view, filter, and export fund information like scores, assets, status, and eligibility across all client Plans in your account. Fund Management aggregates data by fund across all client Plans, but provides the ability to both view and export individual plan level data as well!
For a walkthrough of this new feature as well as how to use all of the abilities Fund Management offers, please check out our knowledge base article.
Updates
Extended Fund Performance Data
Investments in the CIT, IGSA, and VA Sub Acct investment universes now utilize Extended Fund Performance Data. This update affects approximately 215,000 investments.
Prior to this update when using investments from the CIT, IGSA, and VA Sub Acct universes, new share class versions of investments only had investment data for as long as the new share class has been available. Now, new share classes of investments can utilize the investment data of the original share class. This means more historical investment data will be available, including fund performance and other investment analytics provided by FirmPlus!
Separate Account Investment Data Requests
If a Plan in your FirmPlus account utilizes a Separate Account product (such as a Stable Value Fund) that is not available in the FirmPlus investment database, we are now providing a process for requesting the investment to be added.
Please head to the investment data request article to find out how you can request an investment to be added to the FirmPlus investment database.