Monthly Archives: September 2015

The following updates where done: VAT on administrator Ability to specify if what will be charge for administration fee per product. Model portfolio management enhancements Enhancements to New business online wizard   * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

The following updates where release: Model portfolio tracking Ability to add a platform provider that manages a model Linking a platform provider to a model and importing Morningstar tracker splits as well as actual platform AUM data. Creating an allocation comparison report between actual model data and tracker data * Refer to your online Pivotal […]