News
FOCUS - Spring 2003
Technical Support
February 2003 saw the release of R2.2.0 of Performaglobal.
R2.2.0 of Performaglobal® brings some significant developments in software functionality. These developments combine many of our client's suggestions with some internally generated ideas. This has produced an extended range of software features to both enhance the performance reporting function and also simplify internal business processes for our clients.
Amongst the new features, the primary functional enhancements include:
- Daily Reporting - using daily portfolio, index and currency data
- User Definable Fund Returns - allowing a greater range of pricing data and fund types to be stored. For example, Unit Trust funds can now be set-up with a Bid to Bid return, or a Real Estate fund may be created to maintain a Capital and Income return
- Multiple Firm Hierarchies - allowing a layer of sub firms to exist within a firm. These Multiple Firms also have separately definable attributes such as minimum account size and data lock down date
- Disclosure Reporting - additional dynamic fields have been made available
- Report Generator - inclusion of all system risk statistics as well as the ability to report on rolling time periods
- Management Reporting Suite - additional reports
Further, to facilitate greater software accessibility, development is on-going for a web-reporting tool that will allow our clients to generate performaglobal reports via their web browser. This web application will contain an extension of all the security features that currently exist within performaglobal, thereby maintaining specific user access to reports without compromising the integrity of the software's security function.
Finally, we are in the testing phase of the new Client Area of the performaglobal website. This will provide Client Home Pages - password protected areas where information can be shared between performa and our clients. Each Client Home Page will provide information on the current performaglobal project plan, clients issue lists and resolution updates.
Full information relating to the contents of R2.2.0 is available in the release notes, which have been sent to clients' Heads of Performance. If you are not a client, and would like to receive additional information regarding the new release, please send an email to solutions@performa.co.uk or call Andrew Cheeseman on +44 (0) 20 7477 6588.