2023.02 Release Announcement

New Features & Enhancements

Features	Description	Belongs to…

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

none