Evan Pemberton
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Evan Pemberton joined the group
Compliance 8 years, 6 months ago -
Evan Pemberton posted an update 8 years, 11 months ago
@cbeardmaplecapital-com does this work?
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Evan Pemberton replied to the topic Dynamic Reporting in the forum Reporting 9 years ago
Sounds like a great idea to me. One that pops to mind is only include Fixed Income section if the account indeed holds Fixed Income securities, etc.
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Evan Pemberton changed their profile picture 9 years, 1 month ago
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Evan Pemberton replied to the topic Portfolio Audit- New dashboard in the forum Platform Support 9 years, 1 month ago
It would be nice we could configure this to feature other audits that we use commonly. We have a negative cash account data query that would be really helpful to have on the portfolio audit dashboard.
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Evan Pemberton joined the group
Market Data 9 years, 4 months ago -
Evan Pemberton joined the group
Trading 9 years, 6 months ago