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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...

2018.1 is Out Now!

Our latest monthly release is ready for you to enjoy - this month featuring new Return on Investment metrics, exporting capabilities and more: New Features Auto-Update Books and Strategies New Books and Strategies will now be added automatically during Trade Import....

New Year, New Release

To re-start the year, we thought we'd begin with our latest updates from our 2017.12 release. New Features Corporate Action You can now see the 'Cash Dividend' amount in the currency of your choosing, as set up in Corporate Action. Reconciliation Position...

Arbor's Present for You!

To help celebrate the Winter period and the New Year, we've got a present for our clients - starting in January, our Mobile Reporting System will be available for all full access users, free of charge! This is one of our most exciting, user-friendly features - let us...

Did You Know? | Setting Up Commission

A variety of Commission Rates can be easily set-up in Arbor Portfolio Manager – from stand Commission Splits. How to set up Commission Rates For normal Commission Rates, as well as Minimum Commissions and Stepped Commissions, you simply have to: Go to Administration...

Did You Know? | Stress-Test Value at Risk (VaR)

We've discussed the Value at Risk (VaR) statistics in APM before (link here). These are 1-day or 20-day values, that show how much your fund could lose in these periods, given normal conditions. We also offer Stress-Test VaR statistics. These instead show how much you...

Did You Know? | How to use Portfolio Turnover

Portfolio Turnover measures the frequency of trading a fund manager undertakes, compared to the NAV. It can be a useful metric for examining whether levels of trading are too high - if excess trading is occurring, and hence incurring high costs without high returns....

Did You Know? | Cross-Currency Transactions

Using Arbor Portfolio Management Systems, you can easily book cross-currency trades for equities and CFDs. Cross-currency transactions - what they are A cross-currency transaction is a trade in which local and settlement currencies are different. This can be a base...

APM 2017.10 is out now!

Check out our new and latest improvements - specifically designed to help you stay informed on your price sources, current FIX connectivity levels, and more. New Features Order Entry and Order Reporting Both the Order Entry and Order Reporting pages will now provide...


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