Atlas allows you to choose the performance start date for accounts!
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Advisors now have the ability to specify the date for which account performance begins directly in Atlas.
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For example, an account is opened on May 1st, but not fully invested until August 1st. You want to show performance for the account only once it has been fully allocated. You can now select August 1st as the performance start date.
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To do so:
1) Select Clients on the top right of your page
2) Select the account you wish to change
3) Go to the "Performance Start Date" and enter in the new date
Once complete, select Save, and the account will be updated accordingly.
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If you have any questions, feel free to reach out to us via Intercom or via email at support@bridgeft.com.