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New features:

  • Reporting enrichment with dynamically configurable data feeds to extend reporting input with client specific feeds.
  • Manual order aggregation has been added, where all the completed orders can be converted into one aggregate order using average weighted price.


  • Refinements to Trade Query and Order Entry – users can filter the products using Product ID, CUSIP, ISIN, RIC and SEDOL in Trade Query.
  • Now Record Type is also a filterable property (Client/Market) and it is now part of predefined properties.
  • OMS API now allows for block orders.


  • Portfolio Summary issue where multiple months option is selected and end of the month is same as current month and then the year is always the current year has been fixed now.

For further information on our latest releases, see our Release Notes page.

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