Release Notes June 2024

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.