Client Lounge

Discover our DNA

NEWS

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.

Register to download our brochure and have access to our documents and videos

Register

SIGN IN

Forgotten your password?

Please verify your email address by clicking on the link sent to you.

Do you already have an account?