Have a look at the summary of new features released in WealthArc in August 2019. Don’t hesitate to contact us with any questions.
We added Buy/Sell buttons in Positions table allowing to sell all positions (e.g. of Nestle) in all portfolios and generate trade order report for custodian banks.
Just type in the ISIN number or the name of the instrument in the search bar to activate Buy/Sell button.
To be released: Automatic Rebalancing from model portfolios and trading via amount/quantity
Right now you can simulate FX Spot and FX Forward transactions for portfolios where the custodian data feed is not available.
WealthArc can simualate the FX Forward in line with the best industry standards, showing the correct exposure of both Forward legs, and automatically closing the Forward on the Delivery Date.
Also, Sector, Region and Industry in Positions and Portfolio Positions tables are aligned with GIPS standard