Release Note March 2024
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Report Updates
- New Report – Portfolio Allocation Summary
- Shows portfolio or group holdings allocation in a pie chart as of a selected date. The report can run on different security classifications in a single currency, US Dollar. Report contains unsupervised feature with the ability to separate supervised from unsupervised assets.
- New Report – Fixed Income Overview
- Displays a fixed income analysis of a portfolio or group as of a specified date. It includes three different types of information: portfolio/group totals, weighted averages and a pie chart illustrating the allocation by security type. Report contains unsupervised feature with the ability to separate supervised from unsupervised assets and runs in a single currency, US Dollar.
Related CSSI service paths
APX SSRS reporting support
Operational support for recurring APX SSRS output, packaging rules, and delivery exceptions.
SSRS reporting for financial services
Custom SSRS report development for household, portfolio, performance, and risk reporting.
Investment client reporting portal
Secure report packages, document vault access, dashboards, and repeatable client delivery workflows.
Secure document vault for RIAs
A controlled client document retrieval workflow for firms moving sensitive files out of email.
