With this release of FirmPlus, we are introducing a new improvement with Fund Search – UBS Eligibility Filter. Check out the details below to learn more.
If you have feedback or ideas for new features for FirmPlus, please send them to Fi360Support@broadridge.com. We would love to hear from you!
FirmPlus Improvements
Fund Search – UBS Eligibility Filter
This requested enhancement will be available in the FirmPlus Fund Search page. This new feature will allow users to filter by either All Funds or UBS Eligible Only while utilizing the Fund Search functionality.
Key Attribute:
- When the UBS Eligible Only filter is applied the output will display only those funds that meet the UBS eligibility criteria.