Celebrating 31 Years of Client Service in 2026

Releases Notes January 2024

January 31, 2024

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Report Updates

- Standardized shading logic across all reports.
- Updated Fixed Income Cash Flows future maturity logic.
- Zero coupon bonds that expire within the displayed time period will show expected maturity value.
- Bonds that expire within the time period will show maturity value as a cash flow in the first month and show last interest payment value in the month they are maturing.

Feature Updates

- Added bold formatting to tab headers when selected.
- Four new fonts added for site-wide use in Font Settings.
- Standardized page rendering of the Unmapped Accounts, Unmapped Users and Household Accounts tables.

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

Product Update

Topics

MaintenancePerformance OptimizationUser Experience

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.