New features:
- Users can now share and clone their customised views in Position Reporting.
- Arbor standard reporting pack now available to all clients in the Reports tab.
- Settle date preferences can be set by exchange.
Refinements:
- System wide UI enhancements.
- Liquidity calculations using absolute values.
- Pre loading FX rates for currencies that are not held in the portfolio automatically, for faster cash level P&L.
Bugs:
- Issue that some users have with filtering by account in the Tax Lots page is fixed.
See our concise and informative video for more explanation on this feature.