How long do contributions show for in the dashboard
1 day
How do you round bonds to 1000
You cant
They have to be a firm admin / auth and change it in Firm Profile
If an advisor doesn't want a security to be traded or counted towards the model they should
Exclude it
When can we add a user in Eclipse for the firm
Never unless you get special special permission from management
How much does RTP cost
6k a year
Where can I see the effect of changing the trade tolerance
In the trade log
If I want to Raise the specific amount I enter in the Raise Cash tool what preference would I want to set
Raise Cash Include Excess Cash - No Excess
When you raise cash whats the main reason it typically raises more than enough cash
Rounding due to security prices
What does it mean if you get a 500 error on a query in Eclipse
One or more of the columns aren't compatible with eachother
Besides a holiday, why else would a firm get a stale price warning on the orders grid
If they are logged in for too long
Why might a firm not want to auto allocate FIX blocks
In case they might be executing the same ticker at the same broker throughout the day and want to allocate everything at once to get the same average price
If my sleeves are targeted at 50 / 50 and they're currently intolerance at 53/47 how can I force trades to get back to 50/50
Sleeve Portfolio Rebalance - Target Ignore Tolerance Bands
3 things to check to see if RTP or 15 min pricing is on
Firm Profile
Manage Users
Eclipse
What allows a team to see every portfolio in the DB?
Portfolio Permission = All
Which custodian are we NOT able to kick off the FIX connection set up process for?
Fidelity - the advisor has to kick it off
What preference needs to be turned on so when you have an account set to Auto Rebalance it creates the trades
Auto Rebalance Create Trades Automatically
What does "TLH Swap Back STG Threshold" do?
If you tlh a position and then the position you bought is at a gain after 30 days it will only buy back into the original position if STG is less than X amount
If the Spend Cash tool isn't spending the full amount what preference should you check?
Cash Protection
How can a firm make a one off trade for a position marked as DNB / DNS / Excluded
They need the override role priv turned on
Equity trades send this FIX Message, Mutual Funds do not
Allocation report / ack
Which preference does not use the standard hierarchy
Reserve Cash
What location optimization preference would stop a trade for a single account portfolio from happening
If anything is set to NEVER
What's the best query for reviewing tolerances en masse
Eclipse - Security tolerance
query