What’s New in VADIS: Updates to Make Your Experience Even Better

Here’s a quick look at what’s new:

A New Home for All Your VADIS Materials: The Resources Tab

Looking for guidance, reports, or best practices? The new Resources tab is your go-to place for all things VADIS. You’ll find shareholder engagement reports, how-to guides, and other helpful materials—all in one convenient spot.

A Cleaner, Easier Setup Page

We’ve updated the setup page to make it more intuitive and easier on the eyes. Whether you’re setting up a new account or adjusting an existing one, the new layout should make the process quicker and smoother.

Introducing the Funded Accounts Tab

Now you can see all of your VADIS accounts in one place. The Funded Accounts tab lets you quickly check account holdings and access related reports, so you always know where things stand.

New Tax Management Tools for Larger Taxable Accounts

For taxable accounts over $250,000, we’ve added new tax management features. You can now:

• Set a capital gains budget
• Authorize First Affirmative to harvest losses on your behalf

These tools are designed to help you manage taxes more effectively without extra manual work.

Add Comments Right Where They Matter

A new comments box lets you add notes and context related to account optimization and management. This makes it easier to track decisions, share updates with your team, or just keep a record of your thinking.

Easier Optimization with a Sticky Metric Meter

When you're in the “Fine Tune” step, the metric meter now scrolls along with you. This means you can always see how your changes are impacting the portfolio—without having to scroll back and forth.

Know Which Value Sets Are Up to Date

We’ve added updated dates to each value set so you can quickly see which ones are current. No more guessing—you’ll always know which set to use.

We hope these updates make your experience with VADIS more efficient and user-friendly. As always, if you have questions or feedback, we’d love to hear from you. Thanks for using VADIS to help align investments with what matters most.