Wealth Suite
The following are the key features of 202110. For a complete list of the new features, refer What's New PDF.For the list of Reference Business Process, click here.
| Feature | Description |
|---|---|
| Enabling Cash Management Plan in Portfolios to Support Cash Management Strategies | The cash management plan supports the cash management requirements of the managers and advisors. It allows the users to define a new cash plan, link the plan with a portfolio and execute the cash plan. |
| Viewing Reconciliation Differences in Position Comparison Dashboard | Users can now view positions, search them using filter criteria and add reason for list of positions having reconciliation differences. |
