Monthly Archives: November 2015

Latest release (2015.10) is ready to go! Ask us about it.

New features: New innovative subscription/redemption interface for easier share class management. Search by the various comment fields in Trade Query. The ability to group by benchmark status in Position Reporting (Action, Warning, In Line). ¬†¬†Refinements: Enhancements to the Tax Lots page for new merging and sorting options. Cash types split in Portfolio Summary to give […]

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