Release Notes June 2024
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Report Updates
- New Report – Risk Overview
- Displays annualized returns, standard deviation, and the Sharpe ratio of a portfolio/group and any associated indices over a specified time period in a scatter plot and table. The report can run with a gross of fees or net of fees option in a single currency, US Dollar.
Feature Updates
- New Feature – Widgets
- Addition of seven new “micro” data visualizations, or Widgets, that can be shown as a new home screen or viewed on a Snapshot page. These show a quick summary of the following data visualizations:
- Account Overview
- Account Summary
- Holdings
- Fixed Income Holdings
- Realized Gains
- Transaction Summary
- Performance Overview
*Submit an inquiry to support@cssisolutions.com to set up the above feature for your organization.
- Portfolio Close Date Functionality
- New Display Closed Dates setting available in Admin Settings>Style Settings>General Settings.
- Displays closed date for accounts/Households in the list under Portfolio.
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.
