Celebrating 31 Years of Client Service in 2026

Release Notes April 2025

April 30, 2025

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Report Updates

Updated the calculations for Date to Date lines for both Performance History Interval and Performance History Interval by Asset Class reports.
Revised column widths on Assets Under Management report to fill the entire reporting page.

Feature Updates

In the data extracts menu, added a dropdown list that shows selected export.
Within Admin Settings->User Groups, the search function has been updated to live results as you type.

Bug Fixes

For Data extracts, fixed a front-end display issue for the parameter sort order.
Added patch for intermittent issues with deleting Data Exports.

Related CSSI service paths

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.

Business Areas

PortalPatch Notes

Content Type

Feature AnnouncementProduct Update

If this insight points to a bigger project

When the issue here turns into a real delivery, reporting, or infrastructure decision, the Portal+ overview page is the best place to keep going before you talk with us.