We've released phase one of our valuations revamp, which makes it easier and more intuitive to complete End of Year valuations. You can view this update by clicking Advisor > Valuations.

We're working on getting the next component of this tool out to you soon, which will provide management valuations for tracking stock value throughout the year on actuals / actuals + forecast / budget basis.

Need some help? Take a look at this guide for more information.