Our newest version (2016.1) is ready for installation!

New features:

  • Release of web based report generation portal.
  • Streamlined upgrade process and automation of local installations.


  • Extension to subscription/redemption interface providing a more automated workflow.
  • Cash contributions in the Portfolio Summary section have been split out to increase granularity.


  • Issue within OMS where editing a comment was updating all previous versions is now fixed.

To find out more about what we do, check out our flagship Portfolio Management System.

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