Release Notes October 2023
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Report Updates
- Various updates to Fixed Income Cash Flow:
- Calculation to use First Coupon Date, if available
- Display bond maturation as a cash flow
- Improved handling of fixed income securities with zero coupon frequency data
Performance Updates
- Improved page load speed for:
- Portfolio household list
- Household list dropdown in document vault
- Landing page images
- Additional load performance update added for the Users and Household Users tables
Bug Fixes
- Added font-scaling on the landing page menu items to resolve shrinking text when adjusting the width of the browser window.
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.
