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New Features & Enhancements

Features

Description

Belongs to…

Canoe Intelligence Integration

Automated data feed directly from Canoe Intelligence
Information mapping and Aggregation in Apliqo

Power User Capabilties

Canoe Integration

Current quarter reporting -“up to the minute reporting”

Mechanism to create a reporting, based on latest data. If newer data is missing, the last quarter NAV, CF, FX-rates are used.

Reporting Team Capabilities

Quarterly Report Creation

Basic Scenario Modelling

  • custom rollups of funds

Ability for users to create custom rollups of funds for different analysis (with or without certain groups of funds).

Portfolio Manager Capabilities

Scenario Planning

Bug Fixes

none

New Control Parameters

none

Upgrade Process

none

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