Tuesday, August 23, 2011

Reduced capacity

24th August 2011 @7:30AM
Due to a system issue, VillageMall services will be running at reduced capacity.

24th August 2011 @12:43AM
All core services, back to full capability, some tempory load sheading will occur.

Expected return to full capacity
31st August 2011

31st August 2011 @2:43PM
Full capacity restored.

Thursday, August 4, 2011

Advisor Enhancements

Advisors will have a new "My Advisor" menu item.
This will allow two functions:
  • Summary-> Client Daily Summary data
  • Multi-portfolio security search
BBY advisors, will be able to view all clients daily summary data, not just the current lite accounts.
Advisors from non BBY accounts should contact their broker to enable this feature.

The multi-portfolio  search function will allow an advisor to find accounts with current holdings of a specific security, and display the current CHESS holding details.