2017.2 is ready for release – speak to our Support team today!

New features:

  • Stress Testing for VaR including the three methods commonly required by investors: Historical scenario, sensitivity analysis and hypothetical scenarios.
  • Fund denominator and Fund Price ID are now available on the Position Reporting and Portfolio Summary pages.
  • We have a new search box on the Position Reporting, thus making it a lot easier for the user to search anything on the page.


  • Simultaneous real time market data feeds supported, with Product Master providing the extended configuration.
  • A new field has been introduced on the Broker Setup page called ‘Underlyer Type’ for setting up the basis for commissions.


  • The ‘Reports’ tab fits to screens with reduced resolution.
  • Cash positions are now displayed on the Tax Lots page.

See our Release Notes section for the latest feature list.


This entry was posted in Monthly Releases. Bookmark the permalink. Both comments and trackbacks are currently closed.
Social media & sharing icons powered by UltimatelySocial