Fidelity feedback

“Save as” option – we have the functionality to “copy” reports which can serve the same purpose. This has been added to the user documentation.

Static data not accessible – this was intentional as part of the beta-testing, and will be made accessible at launch.

Trailing time period selection, e.g. year-to-date – this will be added post-launch.

12 months ago data, ability to see both data from this month as well as 12 months ago in the same file. This can be evaluated post-launch.

Raw data output – not exact replicate of the old Raw data download. This will need to be re-evaluated post-launch.

Data differences - these are expected and are explained in the user documentation.

Retail/Institutional split of AuM – this is not allowed as expected because we’re not yet collecting AuM data by channels.