Report Updates
- New Report – Fixed Income Distribution Chart
- Displays Distributions of fixed income holdings in both a pie chart and table. The different visualizations include distribution by maturity, coupon percentage, duration, and Moody and S&P ratings. Report contains unsupervised feature with the ability to separate supervised from unsupervised assets, and runs in a single currency, US Dollar.
- New Report – Target Allocation by Security
- Displays a base and a model portfolio’s holdings in a table, comparing the market values and percentages of the two portfolios. This report can be run on three different grouping levels: Asset Class, Industry Group or Sector. Report contains unsupervised feature with the ability to separate supervised from unsupervised assets, and runs in a single currency, US Dollar
Feature Update
- Avatar icon added to user dropdown.
- Performance improvement to load of top navigational bar when opening a new page.
- Moved the Contact Us link under the user dropdown menu.
- Bulk Document Upload message text updated to reflect that the process is ongoing and the user will receive an email when complete
Bug Fixes
- Resolved inconsistent population of the Account Name field for a manually created account.
Where CSSI can help
Related 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.
