Release Date: Feb 2, 2021
What’s New?
Data Dictionary UI Update
The Property Types in the Data Dictionary can now be found in the secondary sidebar.
New properties can still be added by clicking on the plus icon in the navigation bar.
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Our platform
The integrated platform for digital reporting and client experiences. -
Reporting automation
Automate and deliver all your investment reports, faster and without error. -
Fund factsheets
Fast, flawless, compliant factsheets without the manual hassle. -
Investor portals
Secure, branded portals giving clients on-demand access to their data. -
Fund websites
Build dynamic fund websites and product pages that engage investors. -
Investor presentations
A direct data-to-PowerPoint report builder. Compliant, fast, accurate.
