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Features

Description

Belongs to…

Interactive Investor Reporting

The Investor accesses pre-packaged reports and navigates a Analytical Thought Process

Investors Capabilities

Interactive Investor Reporting

Administration functions

Reporting Team Capabilities

Administration functions

Fund Setup

Reporting Team Capabilities

Fund Setup

Quarterly Asset Level Updates

Reporting Team Capabilities

Quarterly Asset Level Updates

Quarterly Report creation

Reporting Team Capabilities

Quarterly Report creation

Fund comparison

Portfolio Manager Capabilities

Fund Comparison

Asset level benchmark

Portfolio Manager Capabilities

Asset level benchmark

Cash flow projection

Portfolio Manager Capabilities

Cash flow projection

Bug Fixes

none

New Control Parameters

none

Upgrade Process

none