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This release features a massive increase in portfolio load times, and various enhancements in Trade Query, Corporate Action and more – take a look:
New Features:

  • Performance
    • Portfolio load times for large funds and historic loads now run more than 60% faster than before!
  • Position Reporting
    • This page now allows you to export data in a PDF format.


  • Trade Entry
    • APM allows you to apply SEC Fees on Mutual Funds (MFs) and Exchange-Traded Funds (ETFs) from the Front End.
  • Trade Query
    • All the dividends for a particular security can be found in the new added column ‘Associated Prod. ID’, on the Trade Query page.
      The ‘Master Drop Down’ on the Trade Query page allows you to show or hide filters as preferred.
  • Corporate Action
    • Dividends can be processed in the system for Mutual Funds (MFs) and Exchange-Traded Funds (ETFs).

Check out our other recent Monthly Releases here.

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