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Functionality
- All traded products can be viewed in a single portfolio report
- Each node of the business hierarchy can be expanded (or collapsed) to expose further detail (or show aggregation)
- All holdings in a security across multiple funds can be viewed in a single-line figure, showing total exposure, with instant drill-down functionality to reveal the trade history for a given position
- The highly customisable and intuitive reporting interface allows reporting at any hierarchal level and lets the user choose, format, hide, freeze columns and save reports and screen layouts
- Users can design custom fields to appear in a report using a simple spreadsheet-like formulae
- Multiple reports can be configured for viewing on a single screen, according to user preference
- Through the AlertManager feature, user-defined P&L limits are applied real-time to send automatic alerts and/or emails to the user, notifying on breaches
- Maintains high performance even in production environments with over 30,000 positions
- Reports can be printed or exported directly to Excel