Over the past few weeks we have been improving reporting options, and this will continue to be a focus this year. You may have noticed we recently released a new sub-report option. With the Cumulative Net Investment report, you can now easily see how much money your client has invested with you relative to the portfolio value. Quickly and visually communicate your client's net returns on a dollar basis.  

Also in this update: Integration with Salesforce and Thompson Reuters Eikon Further enhancements to security protocol 21 more fixes and performance improvements