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Our New Updates in 2020.6!!

Here’s our latest Release of 2020.6. We have added a new range of features and refinements in our application to view more clear picture of your portfolio. Here we outline the features, refinement and fixes delivered in recent release cycles. 2020.06 (June 2020) New...

Our new updates in 2019.9!

Here's our latest Monthly Release. We have added a range of new columns and options throughout our Portfolio Management Software to give you a fuller picture of your portfolio. New Features Trade Query Multiple users can now save predefined query with the same name....

Did You Know? | Tax Lot Analysis

Our Tax Lots page in APM is a really useful tool, for examining your fund not just in overall positions, but also the individual lots/positions that make these positions up. This is useful not only for US clients with lot-specific tax burdens, but also for non-US...

Our new updates in 2018.2!

Here's our latest Monthly Release. Big changes have been made to the performance of our Trade Query page, and we've also added a range of new columns and options throughout our Portfolio Management Software to give you a fuller picture of your portfolio. New Features...

Did You Know? | Trade Import via a File

In our APM Hedge Fund System, you can load a large amount of trades in one go, rather than individually loading each of them through Trade Entry. This is especially useful for your setup with APM, or for large-volume activity. One way to do this is by using our 'Drag...

Did You Know? | How to use our Compliance Rules

In our Portfolio Management System, you're able to incorporate Compliance Rules into your portfolio. These rules show when risk limits, investment rules and regulations have been breached. User definition These rules are user-defined. You can decide which rules to...

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