New Usability Enhancements to Private i Platform
On January 25th we released an update to the Private i Platform that focused on enhancing usability. Some enhancements from this update include:
Export added to select grids
More robust filtering
Additional fields and totals available in ledgers
Indication where roll forward valuations are used for calculations on Investment summary screen charts
Updates to default date logic on ledger forms to match desktop application for faster record entry
This update also added a few new features:
Map capabilities of entities to the Holdings-based Exposure Analysis dashboard
Ability to leverage client managed indexes with Universe Analytics
If you are a Burgiss client with any questions about the update, please email your Relationship Manager or support@burgiss.com.