Portfolio Performance

The number one request we receive from customers is with regards to improving the Performance Page, and in particular displaying the performance of individual funds in a portfolio, and not simply the portfolio as a whole.

We’ve heard the message loud and clear and we can tell you that it’s coming, albeit it not until the first quarter of next year.  We have a number of enhancements and developments underway, with this being one of them.

We appreciate your patience, and will let you know as soon as we have a firm delivery date.

By |2018-08-29T15:51:24+00:00August 29th, 2018|Uncategorised|0 Comments