The following changes were launched on September 20, 2019:
- Reintroduction of the Portfolio Compare feature
- "Investment Proposals" are renamed to "Client Proposals"
- The Client Proposals screen is now the default view when opening the software. This is your list of clients and prospects
- "Watchlists" are now "Lists"
- "Research" is now "Markets" and directs to the main Markets page within Globe Investor
- If you are looking to conduct a stock or fund screen, click the "Advanced Search" link within a portfolio or list to launch the following modal: