Monthly Archives: October 2015

Small enhancements and changes to: Investment summary card New card on client dashboard that graph growth in Amount and well as Cash flows. Growth + cash Flows = Market Value. One can select and unselect legends to removed data sets.       * Refer to your online Pivotal Tracker Project for a full list […]

The following minor changes where made: Change to take note of: Inclusion of Outstanding fees and commissions in market value. Following changes to MODEL PORTFOLIOS: Changes to the content side of Allan Gray Australia with launch of new Class B Equity fund * Refer to your online Pivotal Tracker Project for a full list of […]