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June 2017 - What's New in Advisor Rebalancing

More Accurate Average Price Column in Advisor OMS

For those of you who use Advisor OMS, we know that accuracy is important to you. Previously, when you downloaded bulk reports of Advisor OMS activity, you could see the Average Price column shown to four decimal places. In Advisor Rebalancing, the Average Price column only showed two decimal places. Today, however, you'll find all four decimal places available to view in Advisor Rebalancing.