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municipalauthorities.org | 37 C onnect - ing with PLGIT PLGIT continues to enhance its client account portal, now celebrating its second year By Tamara Kemmler, Institutional Sales and Relationship Manager, PFM Asset Management LLC, Investment Advisor and Administrator to PLGIT P LGIT’s public entity investors are using its secure online transaction and reporting system, Connect , more and more. Knowing that there are always ways to make a good thing better, PLGIT and PFM Asset Management LLC (PFMAM), PLGIT’s investment adviser and administrator, recently updated Connect . The improved portal continues to have tools that make working with your local government’s PLGIT accounts more efficient, plus several upgrades, added functions, and design improvements. In this article, we will offer a brief review of this important online resource — including what PLGIT has changed and improved over the last few years, and what has stayed the same. What’s New? Here are just a few of the features that Connect users have come to appreciate: Increased Record Keeping Options - Over the last year, PLGIT has enabled Connect users to view and download historical month-end holdings. A recent update added this feature to the “Activity History” section, which can be found on the menu on the left side of a User’s dashboard. Updated Account Dashboard - The graphic design and organizational elements were upgraded throughout the portal. Users can see balances, recent activity, and metrics of all active accounts in one screen, all with a more user-friendly and intuitive portal. Interactive Graphics - New graphs and charts have given users an easy- to-understand visual representation of their PLGIT relationship and investment allocation and provide instant access to portfolio holdings and composition over time. Current Yields at Your Fingertips - Daily liquid rates (PLGIT-Class, PLGIT/ Reserve-Class and PLGIT/PRIME) and fixed rates (PLGIT/TERM) are accessible within a user’s account access. Investors can now see liquid and fixed-rates instead of waiting for a weekly email or calling PLGIT Client Services for rate info. Current 7-day yields for the liquid PLGIT investment options are always available on www. PLGIT.com as well. More Data - Users now have quick access to key data points such as ‘Pending Activity’, ‘Recent Activity’, and much more. This historical account activity can be filtered by transaction type, investment type, account and/or date. An updated search feature allows users to search for specific activity with ease. Transaction Module - Connect gives users the same ability to transact that they had previously but does so using a new module that has fewer menu items, and guides users through the transaction process in a logical manner. Connect ’s transaction module is where users transfer funds between their accounts and share classes and initiate transactions (by ACH and wire) to and from other financial institutions. PLGIT will continue to add enhancements and self-service options throughout 2024. What’s The Same? Connect continues to offer: Detailed reporting capabilities and functionality - Connect users can access monthly statements and daily confirmations, send and receive documents, and more. The upgrade? Connect enhanced this valuable feature by making the documents available in a new streamlined ‘Statements & Documents’ section. Continued on page 50.