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.

More robust filtering

Holdings-based Exposure Analysis dashboard

Client managed indexes

 
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