August 10, 2023 - Deposit and Withdraw Cash, Portfolios, and Trade Exports

Proposal & Trade Export Updates

DEPOSIT / WITHDRAW CASH 

Are you planning to deposit or withdraw cash from a client portfolio?

Efficient Cash Management. Create a proposal to make a plan for upcoming cash deposits and withdrawals.

PORTFOLIOS 

Would you like to edit portfolio names?

Enhanced model management. Edit model and proposal names on the risk report page to provide greater clarity when searching through portfolios.

TRADE EXPORTS 

Are you looking to streamline trade execution and eliminate confusion?

Simplified Trade Export for Seamless Execution. Our latest update ensures that when exporting trades to .csv format, instead of detailing the number of shares required to sell out, the file elegantly says 'sell all.' Enhance the precision of your trading team.