v5.7 [May 27, 2013]
-improved performance of daily transaction posting and editing, plus enhancements to the Fidelity interface.
-The Securities Data Manager makes it easier for you to add or update asset detail information and apply it across multiple securities. Similar to the Portfolio Data Manager, the Securities Data Manager provides a way to organize your securities in an editable grid. Use default views to get started quickly with updating key data, such as asset categories used in client reports and trade planning. You can also create customizable views to further refine the list shown for more targeted reviewing and editing.
-You’ll also be able to streamline the billing process with the new Client Presentations Billing Statement. Easily add a billing page to your quarterly presentation package in Presentation Studio, customize the layout with intuitive settings and apply your theme for a consistent look with other pages in your presentation.
Isabel Offline Reporting combines your financial transactions in a handy tool.
Is a complete business accounting solution to manage company accounting records.
