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Discover our DNA


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.


  • Corporate Action
    • Users can now clone already existing records on ‘Corporate Action’ page.
  • Cash Activity
    • Users can now select accounts by checking the drop down boxes in ‘Account’ field.
  • Beta and Delta
    • Users can now set up the Beta values based on long and short positions.


  • Corporate Action
    • System is now applying the correct rounding-offs to quantities subsequent to any corporate action as per FIFO basis.
  • Fixed Income
    • System is now calculating the correct P&L for partially realized positions for product type FIFO

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