Release Note March 2024

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.