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.