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Add security name to the data tab on watchlists
Completed
I've received feedback on this from multiple clients ranging in the double digits area. It's painful for clients to simply look at the ticker for a fund watchlist, especially when viewing a large number of funds. Most do not remember or identify easily with the ticker and often need to simultaneously click back and forth between the overview and data tab.
I like this idea
Requested and emphasized by Rob Greenman during my meeting at Vista Capital Partners - Also received a couple of head nods from other people at the firm. They are having issues identifying both mutual funds and indices when looking at the data tab for other watchlists.
Vista is currently at $11.4k for 3 pros and 7 standards and we are currently working to upgrade them to enterprise.
Requested and emphasized by Rob Greenman during my meeting at Vista Capital Partners - Also received a couple of head nods from other people at the firm. They are having issues identifying both mutual funds and indices when looking at the data tab for other watchlists.
Vista is currently at $11.4k for 3 pros and 7 standards and we are currently working to upgrade them to enterprise.
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