Documents Module; Asset Ledgers


This release introduces Document Retention within the Private i platform, in both the portfolio and investment modules. Users can upload documents by dragging-and-dropping them in batches or individually. The first 5 gigabytes of storage are included in base Private i licensing.

The Assets Module takes on a new life with the addition of its own set of ledgers, to capture associated contributions, distributions and valuations. This capability will be followed later in the year with peer group and index assignment to be able to systematically measure the relative performance of an asset.



james kocis