UI Overhaul Phase One - Complete

 

Our late September platform update marked the first phase of the Private i UI overhaul. This update brought a new look and feel to the platform, but more importantly a new set of capabilities and increased functionality. Highlights include:

  • Newly designed investments module 

  • Configurable cash flow, valuation, and absolute performance charts over time

  • New Dashboard for interactive visualization of holdings cut by Industry, Geography, and Manager

  • Dynamic peer group comparisons

  • Simplified navigation

Post-update, platform usage has already increased by 22%! If you are a client and you have not had the chance to use the new interface, head over to the web platform and check it out. Also stay tuned for new updates, they are coming rapidly. 

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