21 Nov 2019

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Pascal Lefrancois

Release Notes 20191121.1

21 Nov 2019

Overview

This post details the changes that went into Production for Inovestor for Advisor on November 21th, 2019.

We are proud to launch on our 20th anniversary  the best portfolio available to advisors. This portfolio can now track your performance, track the asset allocations and also you can now easily evaluate your prospect’s portfolio.

Feature 1

Supports Currencies

The portfolio supports multi-currencies, with a base currency. You can select the base currency and decide if your account support cash balances in one our multiple currencies. This feature allows tracking daily performance and provided specific periodic performance. For example, a portfolio tracking the S&P 500 will not have the same performance in US$ as in another currency.

Feature 2

Automated Corporate Actions

The portfolio automatically applies corporate actions to all positions. Dividends, distributions, stock splits and consolidations are automatically applied to the portfolio, helping you maintain accuracy and performance.

Feature 3

Performance

The main feature of the portfolio is the time-weighted returns (TWR) that is now available. You can track the performance of your portfolios for any given time frames as the performance is calculated daily. The information is available on the new dashboard.

Feature 4

Allocations Breakdowns

It supports the portfolio breakdowns for asset classes, sectors, currencies, and countries. This feature is the most advanced feature available on the market and usually reserved for more expensive systems.

Enhancement 1

Mutual Funds Includes Class F

Class F and other advisers’ series are now available in the portfolio.

Enhancement 2

New Menu Setup and Improved Activities

The portfolio menu was modified to support the new dashboard, and activities was promoted to the main menu instead of the holding tab.

Fixes

This release also contains several bug fixes and text and error messages changes throughout the application.

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