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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