PackHedge™ 6.0 features an updated look & feel to match the latest standards, with a more ergonomic interface. Portfolio Reconciliation allows users to reconcile at the account and transaction levels, including the capability of importing data from third parties (Custodians, Administrators, etc.). Reconciliation Status and Notes can be captured for future reference and reporting. This version supports additional asset types as native objects: Equity, Bond, Futures, Option, Commodity. Portfolio tabs have been enhanced with powerful search features and ability to sort based on data in columns. Performance tuning has improved portfolio valuations substantially.
