INTRO PARAGRAPH HERE- TIM TO PROVIDE
May Release – 7.6
- Asset allocation tactical trading to model
- PM by AssetClass, SecType, Sector, & industry
- Order Management Bond Calcs
- Household Compliance
- Choose your own Market Data Provider
July Release 7.7
- Add Notes & Instructions to Accounts & Households
- Wash Sale Guardrails
- Customizable Views and Layouts
- T+1 Reporting Updates
- Equivalent Securities in Portfolio Management
- International Trading in OMS
- Household Rebalancing Functions
- 2-way confirm/affirm integrations
- Reporting APIs
September Release 7.8
- Cosmetic Overhaul of Portfolio Workbench
- Tax Lot Level Sleeve Trading
- User Dashboards
- Trade Capture Updates
- Set Limit Prices in bulk
- Customized Sec Masters for OMS
- Option Roll Functions
- Saved workspaces
November Release: 7.9
- Cash Equivalents (Trading and Compliance)
- Household Tax lot Management
- Tax Lot Harvest View
- Account trading summary and allocation views
- Black Diamond Integration
- Enhanced Start of Day Capabilities
- New Market Data Providers
- CRM Integration API
- Commission Scheduler
- Round to Lot by Security Type
- Better Entitlements
