Improved Multi-Currency Banking Integration

Seamlessly manage up to 3 bank accounts in different currencies per investment account, enabling global investment strategies with instant currency conversion and unified balance tracking. This powerful feature eliminates the complexity of cross-border investing while maintaining complete financial visibility.

Advanced Account Sharing

Introducing a powerful collaboration feature that lets users share investment accounts securely. Perfect for family wealth management, investment clubs, or professional advisors. With granular permission controls, custom visibility settings, and real-time activity tracking, this feature transforms how investors collaborate and manage shared portfolios.

Enhanced Portfolio Filtering Visualisation Tool

Completely redesigned filtering system now allows granular control over portfolio views - slice and dice by investment types, account status, performance metrics, and custom tags. This game-changing feature helps investors make more informed decisions with clearer portfolio visibility.

Group Investments Data Management

Our group investments feature now includes comprehensive template support for both simple and complex structures, along with enhanced Excel templates featuring smart NAV & TVPI calculations. We've also improved reporting with historical data tracking, activity logs, and customizable views that track investment valuation sources. To streamline operations, we've added new bulk upload capabilities for efficient management of multiple investors.

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