PORTIA
Perform V1.3
PORTIA Perform V1.3, which was released on August 12,
2005, adds a number of new features to the product.
PORTIA Perform V1.3
Highlights:
Criteria-based Composite Management
This new
feature provides the ability to pre-define criteria for portfolio membership within
composites. This enhancement will increase your operating efficiency by performing
complex searches for composite updates based on your criteria while still allowing
the user ultimate control over composite activity.
Executive Summary
Report
A new standardized Executive Summary report will be available
to users for presentation style reporting. This report will include condensed
Rate of Return, Asset Allocation and Asset Growth sections along with 3-Dimensional
charting graphics and the option to display benchmark returns with your portfolio’s
total and segment returns.
Composites within Composites
This
new feature will allow you to measure performance at a sub-account level while
treating them as one portfolio member for composite statistic calculations.
'Reason'
code added for Composite events
A customized drop down menu will be
added allowing you to specify a reason for a portfolio entry or exit from a composite.
This feature provides standardization for tracking and auditing composite activity.
Importing
static portfolio membership information
You will now have increased
integration capabilities with the ability to import portfolio membership information
from external systems.
For additional information on PORTIA Perform V1.3,
please contact your Account Manager.