Product Updates

Our goal is to make the product better every single day. Here are some of the larger changes that you may notice:

Date Change
01/22/2026update the v3 Attachments REST API to add pagination and the full set of tags.
01/20/2026update Holdings popout to correctly take currency into account when calculating bps AND convert to Company's default currency when calculating totals.
01/20/2026add Best ID to Screener, Tradeblotter, Trade Status, OMS.
01/20/2026add Moody's and S&P outlook/watch to Model Portfolios.
01/18/2026We now have New Issue League Tables.
01/14/2026Security/Issuer DES pages now have an All Deals tab (pipeline).
01/15/2026If a PDF report is too large to generate, we now fallback to Excel.
01/14/2026Security/Issuer DES pages now have a Trades tab.
01/14/2026My Security page now exposes columns for Base Rate, Coupon Freq and Issue Date.
01/14/2026Security/Issuer DES pages now have an All Chats tab.
01/14/2026make formula UDFs work on Security and Issuer objects.
01/13/2026New Sponsor Dashboard Report shows your exposure to each Sponsor along with key summary metrics.
01/13/2026make the Issuer editable in /financials/reports.
01/11/2026new Optimal Model Portfolios shows every client dozens of possible Model Portfolios optimized for WARF, WAS, WAP with their specific names.
01/09/2026Bloomberg came out with a new VCON format, so various changes to make them work.
01/07/2026allow changing of created_date for private Primary Deals (early looks).
01/07/2026make formula UDFs work on Primary Deals.
01/07/2026add Vendor System to tradeblotter and middle office trades.
01/06/2026make formula UDFs work on Pipeline Deals.
01/05/2026make Actions dropdown float on top right of Issuer and Sec pages, regardless of size of screen
01/05/2026add Public/Private Issuer Group to My Issuers to make it more obvious when not aligned with LevPro Issuer Groups.
01/03/2026added Issuer filter to Trade Blotter page
01/02/2026add ability to tag an Analyst as Primary from the Issuer DES page.
01/02/2026allow Primary/Secondary analyst to be selected from /nim page
12/16/2025Added Fitch WARF constraint/optimizer to the default Trade Optimizer setup
12/15/2025New Role for Trader Admin which can mess with trades, UDFs, Quick Allocs and custom counterparties
12/14/2025Added Fitch WARF to the data model and added Fitch WARF/RR, S&P/Moodys RR to the Buy/Sell Replace tool.
12/13/2025Added Fitch/Moodys/S&P Recovery to Optimizer.
12/12/2025Trade Impact now can be found on the side menu.
12/11/2025Added Agent to OMS columns.
12/04/2025Our grid exports to Excel now include conditional format styles.
12/02/2025Allow datetime.timedelta in our formula builder to have days=other_variable+90 or similar expressions
11/30/2025Update financials@parser.levpro.ai to handle +company-nickname addressing so a model can be targetted to two silos at once.
11/29/2025Added asset class, ISIN, and net amount remain to the OMS grid.
11/21/2025The bulk Trade importer now lets you continue a large import over multiple passes.
11/20/2025Make our grid downloads export date values in a format that can be further formatted by excel as dates.
11/19/2025Added an option on the Virtus integrations page to force overwrite or not on refresh.
11/18/2025Added notes2 to the allocations REST API endpoint.
11/17/2025Added a new /integrations/virtus page that lets clients trigger a holdings pull/refresh.
11/15/2025Expand the optimization universe with any Security that has either a Position Limit UDF value set or an Optimization Limit.
11/14/2025Added Maturity and Issue Date to /allocations.
11/13/2025Allow Security UDFs to be pulled into /allocations (behind a config flag).
11/12/2025/pm/explain now works for Model Portfolios as well as Funds.
11/11/2025v3 of our REST API now has iso 8601 timestamps with microsecond precsion.
11/10/2025Updated the Model Portfolio page to show prior metrics alongside current metrics to help visualize one day changes.
11/09/2025Allow the amount to be modified in the UI before trades are sent from the optimizer. Does not trigger a re-run, just updates in place
11/08/2025Make success/error toasts pausable and draggable so you can keep their message on the screen (and not block other things)
11/07/2025Show high level WARF/WAS/WAP metrics change when you add trades to a model portfolio in the success message.
11/05/2025The Trade Optimizer now works on Model Portfolios.
11/04/2025Added the latest bid and ask to /tradeblotter and /trades_mo
11/03/2025Allocation and Order amounts from the OMS now pipe into pipeline deals, not just into primary deal UDFs
11/02/2025first version of new /pipeline/analytics page. Very similar to /nim/analytics but can be run purely off of Pipeline data (so includes secondary, excludes ignored primary)
11/01/2025add new fields to Pipeline model, details page and grid. These sync in from New Issue deals if linked.
10/30/2025update our chat importer/handler to accept messages sent to chat+<company_nickname>@parser to allow multi domain users to target correctly
10/29/2025For chat posts or comments that orginate from emails, display comment title, to, and cc.
10/25/2025add the Trade Funded Amount to /allocations.
10/24/2025add Issuer UDFs to allocations grid (requires us to turn on a flag)
10/23/2025add user_emails to REST API response for UserGroups to make it easy to see who is in which group
10/21/2025New API endpoint for Custom Column Value history, similar to the UI released last week.
10/21/2025add options to view PipelineDeal size and approved amounts in full dollars rather than millions (defaults to False for now to keep old behavior).
10/20/2025Added New Issue Order and Allocation UDFs to the Pipeline Details page if there is a linked deal.
10/19/2025New tool to let clients handle Fund Ledger mapping themselves.
10/18/2025New Column Value History grid (under the Administrator menu) shows who changed which UDFs, when and to what.
10/17/2025Added Transfer Fees to the Trade REST API.
10/16/2025The Private Security form now exposes a field for PIK coupon (which is added to the regular cash Coupon for calcs).
10/15/2025The Sponsors box (on Pipeline Deals, private Issuers) now shows a chip for public companies with their stock ticker.
10/14/2025When include_deleted is set on our Trade/Order REST API, it now includes deleted allocation details as well.
10/12/2025Companies who let traders "Send Downstream" now can opt into having that button on the main blotter.
10/8/2025Added Fund Legal Name column to the Allocations grid.
10/7/2025Added Amendment as a Transaction Type on the calendar to help our clients that track those privately alongside syndicated deals.
10/6/2025Our Sentry holdings importer will now create and track private Securities that have no identifiers.
10/3/2025The User Guide is refreshed and now browsable in the left hand menu.
9/28/2025Administrators now have a place to create their own Users, including sending a welcome email.
9/27/2025New Screener driven Model Portfolios will refresh every night with the results of your favorite screener query.
9/20/2025The price graph on Security and Issuer DES pages can now be reloaded with different parameters without a refresh.
9/19/2025Add buttons to OMS and Trades: Issuer DES, Holdings, Position column.
9/18/2025Add my universe parameter to Positions with Custom Columns endpoints.
9/17/2025Add new Octaura behavior where we will try to match an order to an executed trade and allocate, if possible
9/15/2025Update the modified_date of related objects when a UDF value is saved (if object is core model like Trade, PipelineDeal, etc).
9/13/2025Clients that show Funds in screener will now also show Funds in model portfolios.
9/11/2025Allow hiding vote options from Workflow emails.
9/10/2025File Import logs now allow you to download the actual file.
9/4/2025Update Sec/Issuer DES page to only show primary tagged chats by default, though there is a config option to change.
9/3/2025Add a primary star for Issuer tags.
8/30/2025New Primary designation for Analyst Coverage, including a new column to select it.
8/29/2025Workflow data will now automatically save when a vote is recorded.
8/28/2025New Full Screen button on all grids.
8/27/2025Improve Holdings By Fund Card with new prefs to 1) show amount in millions, 2) show maturity in column headers, 3) always show a total bps column. also show currency if not USD.
8/23/2025You can now have multiple Report Preferences in each category.
8/22/2025Add calculation details to Position Limit compliance rules so you can now see the constituents
8/20/2025New async mode for large Screener searches makes the UI feel more responsive.
8/19/2025New BWIC analytics page tracks net/gross amounts, top Issuers, Securities, etc.
8/18/2025New GICS custom list allows level 4 sub-industry to map up to industry, industry group, and sector.
8/17/2025Add links to view History from either private Security or private Issuer DES pages.
8/16/2025Add the Position (amount) column to the Model Portfolio page.
8/15/2025The Compliance Engine will now put a change reason when setting a UDF on rule failures.
8/14/2025The bulk UDF importer can now set Analyst Coverage.
8/8/2025Add Team Members and Workflow Owner to the Pipeline grid.
8/7/2025Chat posts with lots of comments will now be shown in 'preview mode' which hides everything but the most recent 4 comments until expanded.
8/6/2025Add To Pipeline button is now on the Model Portfolio screen.
8/5/2025Add a Latest Vote Details column to Pipeline.
8/2/2025New Compliance Results grid view. Similar to the Compliance Dashboard, but with a lot more data and in spreadsheet format.
7/31/2025Added a History button to My Issuers.
7/25/2025New Excel Add-In to pull LevPro data enters beta testing.
7/23/2025The bulk UDF importer now can take a different object type (Trade, Order, etc) instead of just Security / Issuer.
7/18/2025The chat Post REST API endoint now includes tags, attachments, and comments.
7/14/2025Passkeys are now available for non-SSO accounts. Especially helpful for company firewalls that like to block 2FA tokens.
7/8/2025Add "fixed rate" and "floating rate" terms that the Natural Language screener search looks for.
7/5/2025Color code WAS, WAP, WARF red/green on Hypo results screen.
7/4/2025Compliance Test results viewer now includes a button to view "Irrelevant" results, which sometimes helps explain a failuer due to missing data.
7/3/2025Company specific time series holdings now include Fitch Rating, Recovery, Industry, and Country.
7/2/2025Add alert for new Pipeline Deals.
7/1/2025Add Fitch Recovery to private Security details form.
6/27/2025Add preferred timezone to user profile page.
6/23/2025Compliance snapshots now display the historical values of UDFs when the test was ran.
6/20/2025Add trading Venue and Venue Code which does a UDF lookup for the Venue.
6/19/2025Add File Import logs for WSO Sec Master, Cash Ledger, and Trade reports.
6/18/2025Add Order UDFs to the Allocations dashboard.
6/16/2025Add a popup dialog when you click on a compliance dashboard result to show contributing factors from holdings.
6/14/2025Add a Primary Deal section to the Security DES screen.
6/14/2025Add Target Assets as available denominator in compliance tests.
6/13/2025Add Fitch Recov and WARF to Fund metrics, expose in model portfolio header, etc.
6/13/2025Add Position Issuer as a column to Screener, Construction, RelVal.
6/12/2025Add a financial-reports API endpoint, mirroring the filters and data in /financials/all
6/12/2025Add completion email previews to workflow email tester.
6/11/2025Add a date range selector to security HP page.
6/10/2025Add latest_vote_details to WorkflowRun so we can see who voted, and what the vote was.
6/5/2025HTML input fields in grids now have a popout into a larger box for easier editing.
6/2/2025Add CovLite? column to /holdings.
5/30/2025Add support for index options asset class (base model and figi importer).
5/28/2025Add Fitch Industry to screener, model portfolio, private issuer edit form, and Issuer DES page.
5/23/2025The new Private Issuer -> Issuer Group dropdown now auto-completes based on existing issuers, or allow you to type in.
5/22/2025Update the New Issue UI to handle default markets selection plus ability for a user to customize.
5/21/2025Add a link to view Private Security history from grid.
5/19/2025Add Issuer Description to the /pipeline page.
5/16/2025Uppdate model portfolio view to include Recov S&P column.
5/16/2025Add a Workflow task config option to make the task stay expanded, even after completion.
5/15/2025Allow an Issuer workflow (if defined) to be kicked off from the financials/test confirm page.
5/14/2025Add BBG and CUSIP to New Issue Cal columns.
5/13/2025Lightning Bar: Support searching for f.endDate and f.source in natural langauge search
5/12/2025Add Asset Type, Fixed/Float, and DIP? columns to model portfolio
5/11/2025The Workflow engine now responds to all emails on a Voting task to log the vote or add a comment.
5/10/2025Add all Pipeline ratings columns to the grid view.
5/9/2025New Read Only User Group will block updates to nearly all LevPro screens.
5/8/2025Add ISIN to model portfolio columns.
5/7/2025Add parent filters to All Financials dashboard for start, end, Issuer and Analyst.
5/6/2025All Financials now has a right-click button for Holdings.
5/5/2025Add start and end date filters to the Trade Blotter.
5/4/2025New Lightning Bar search over Financials by typing f.leverageTotal > 6
5/3/2025New Lightning Bar search for Security or Issuer UDFs by typing s.position_limit > 0 or i.analyst_rating = Buy
5/2/2025New Strip Trade tool will split a Trade into multiple tranches, calculate the ratios, and set a linking UDF.
5/1/2025New Latest Vote Decision field in Pipeline / Workflow records the latest Vote and Step it was taken in.
4/30/2025New Issue Analytics can now run over US, EU, or combined calendars.
4/26/2025The Okta/Azure SSO implementations now read username aliases to match to the LevPro registered email address.
4/25/2025Add PM Notes to OMS Order API endpoint and add priamry_deal_id and pipeline_deal_id to Trade endpoint.
4/24/2025Add Issuer Country to holdings grid.
4/21/2025Add the full Security Name [TLB (S+CSA+175 0% 12/15/2030)] column to Screener, Holdings, etc.
4/20/2025Add To Hypo button from the New Issue calendar.
4/19/2025Added links to useful Issuer pages/actions after uploading a Financial model in the tester.
4/18/2025Model Portfolio amounts can now be set in % instead of full dollar amount. Also now track Weight Avg Spread+CSA.
4/17/2025Pinned menu items on the top left can now be configured for each client as part of their implementation.
4/16/2025New Column Picker in beta is a much better experience in finding, selecting, pinning, and most importantly, re-ordering columns on all grids.
4/15/2025Fix the Hypo Scenario output screen to show Trades in each fund or overall in an easy to read, exportable format.
4/10/2025You can now open a Workflow in a new tab from the Pipeline grid.
4/9/2025Added Currency and ISIN to Trade alert emails.
4/8/2025You can now configure custom Sections for your UDFs in the Custom Column setup screen.
4/4/2025The CustomColumn REST endpoint now lets you set a parameter to get Financials along with UDF values.
4/2/2025Trade/Order REST API endpoints now accept a include_deleted parameter (used to always be False).
4/1/2025New CustomColumn POST api endpoint allows setting UDF values (with an identifier shortcut for Security/Issuer if known).
3/30/2025Add Currency to the New Issue pages (important for new EU calendar).
3/29/2025The Allocations dashboard now lets you filter by Issuer Group.
3/28/2025Add LoanX, CUSIP, ISIN, FIGI and Bloomberg IDs to BWIC screen.
3/27/2025New EU Loan Calendar available (separate subscription required).
3/26/2025Add Analysts and Fund Family amounts to Portfolio Construction screen.
3/25/2025Par Build added to Hypo Scenario results.
3/24/2025Expose Moodys Adj DPR and Moodys Rating Factor on Model Portfolio screens.
3/20/2025Show the asset currency on amount field in Trade details.
3/19/2025Allow grouping by Security in the Compliance Rule Builder. Also group rules together by concept, but with different thresholds or criteria.
3/18/2025Allow replies to work when a user comments on a workflow task with an @ mention, triggering a notification email.
3/16/2025New Trade Alert for when a Trade is marked Booked.
3/15/2025A new feature lets each client configure a bunch of built in fields (on Trade, Pipeline etc) that they want hidden.
3/13/2025You can now update the size of an Order/Trade from the allocations page if you've allocated a different amount.
3/12/2025Auto calc Moodys Recovery based on Moodys Security/Issuer ratings as well as lien, asset class.
3/11/2025The Trader dropdown will now limit itself to members of the group Traders, if one has been defined.
3/10/2025When a workflow task is reassigned, we'll now send the task email to the new assignee.
3/6/2025The Role Portfolio Manager now lets you lock down add/change/delete Model Portfolios and Hypo Scenarios.
3/3/2025Add Restricted Types to /holdings columns.
3/2/2025Show lock icons 🔒 next to private Issuer and Security objects.
3/1/2025The Compliance Rule Builder now lets you group results by any UDF value.
2/28/2025Expose Auto Calc Fund Size options on Fund details page (par amount, market value, with/without cash).
2/27/2025Added Bloomberg ID to OMS columns.
2/26/2025You can now link a Trade back to a Pipeline Deal (if the Security was already added to the deal).
2/25/2025New Optimization Limit UDFs that can be used ahead of Position Limit, if you optimize differently than you require for compliance.
2/23/2025Add S&P Industry GICS (and other missing industry fields) to views across the system.
2/22/2025New Trade fields: accrued_days, factor, purchase_form, and funded_amount.
2/21/2025Added Raw Coupon to Model Portfolio columns.
2/20/2025Update the OMS grid to support Group By columns.
2/15/2025New API endpoint for fund-with-metrics to match portfolio-with-metrics
2/14/2025Automatically add Trade settled dates if all allocations have a date and are marked as settled.
2/13/2025UDF choice options can now be sourced from a Custom List, including with alternate display lookups.
2/12/2025Update Model Portfolio to show Blended Price, Fitch Issuer Rating, Issuer Country, CSA, FIGI, Seniority, and Tracking Entry Price.
2/11/2025Workflows can now route votes to external users for approval.
2/8/2025New Security/Issuer edit dialog lets you change Private data and/or UDFs in one place. Linked in Pipeline and Administrator.
2/7/2025New feature to Clone a public issuer/security into a private version.
2/6/2025When a Sponsor is added to a Pipeline Deal for a private Issuer, sync that Sponsor info back to the Issuer as well.
2/3/2025Started tracking a Replace Security for new issue deals that are refi/reprices.
1/30/2025added %, Pre % and Post % columns to the allocations sidebar popup.
1/29/2025The allocations dashboard now allows a Fund parameter so the entire several thousand rows can be loaded at once.
1/28/2025Funds now support tracking: reinvestment end date, non-call end, and legal maturity.
1/27/2025My Securities and My Issuers page now allow columns for Issuer and Security UDFs.
1/25/2025You can now undelete an OMS Order.
1/24/2025Issuer Country is added as a column in the New Issue Calendar.
1/23/2025Issuer Ticker and Description can now be overridden via UDFs as well.
1/22/2025New Cash Manager by Fund columns for: Fund Family, ST/LT Paydown and ST/LT Total Cash
1/21/2025Support for fully manual Compliance Rules, which require an authorized user to set their status based on outside data.
1/14/2025There is now a way for clients to selectively override central security master data with a UDF value (just Issuer industries, for now).
1/9/2025Added little link to view UDF history from Workflow tasks.
1/9/2025Added previously used "custom" tags to the dropdown menu when tagging a new Chat Post.
1/8/2025Add Sentry/Virtus/WSO portfolio IDs to API endpoint, when available.
1/8/2025Add Issuer UDFs to Best Ideas grid.
1/7/2025Another 4 new UDF types: Moody's Industry/CORP, S&P Industry/GICS.
1/6/2025New UDF type: Fund - allows you to select one or more Funds from a system generated list.
1/3/2025Middle Office Trade Status now has backend start/end date parameters.
12/19/2024Eleveated the link to Reminders (open workflows and tasks) to the main Research menu.
12/18/2024The Trade bulk importer now accepts an "Is Primary?" column.
12/16/2024Compliance rules on Trades can now key off of Security or Issuer UDFs.
12/14/2024The Ops role now has permissions to change certain Fund attributes (size, cash, etc).
12/13/2024The Trade Optimizer now only recommends trades of the same currency.
12/12/2024Added Moodys and Fitch recovery ratings to Security DES pages.
12/11/2024The All Financials screen now has right-click options to go to Issuer DES and Issuer Financials.
12/10/2024Screener search for "my universe" will show Private Securities plus any Security on a Pipeline Deal, Open Order, or current holding.
12/9/2024Screener search for "my pipeline" will show all Securities on any live deals.
12/7/2024Trade Allocation Notes are now editable in bulk in the grid.
12/6/2024Formulas in financials/UDFs can now include "and" and "or" in their expressions.
12/5/2024Benchmark Securities will now be chosen by being the biggest tranche, rather than nearest maturity.
12/3/2024The first version of a Virtus trade integration is now done.
11/20/2024The WSO Allocation ID can now be updated (useful if they run a CLO Warehouse Wizard and manually rebook some trades).
11/19/2024The CRM Contact pages now show more data details, like linkedin page, address.
11/15/2024The CRM Company pages now show more data details, like address, website, revenue, founding year.
11/8/2024Added Coupon Raw to Holdigngs and Screener (helpful when exporting and then wanting to run math on S+300).
11/7/2024New option to display the Holdings Card in millions in workflow emails, tear sheets, etc.
11/6/2024A CRM Company can now be tagged to a Private Issuer, along with a better UI to choose Issuer/Sponsor/Lender/Bank mapping.
11/2/2024New API v2 provides embedded Issuer and Security data in Orders, Trade, Primary Deals, etc.
11/1/2024Added a new API endpoint for Hypo Orders.
10/31/2024Searching by a single identifier in the lightning bar will now take you directly to the Security DES page.
10/30/2024The Word Add-In can now run relatively complicated template language code.
10/29/2024Added links to TRACE and OpenFIGI from the Security DES page identifiers section.
10/26/2024Security Screener now has a right click option to Audit the Security (your version vs. LevPro, side-by-side).
10/25/2024We now support BNY Nexen trade file delivery.
10/24/2024Trader name can be specified during quick trade input, along with all other details.
10/23/2024The New Issue Rel Val function is now fully customizable (which data points you see, and which assets get picked).
10/22/2024Model Portfolios now have a "To Buy" column, which is max(0, current_holding - model_amount).
10/16/2024Negative balances are now shown in red in Cash Manager.
10/15/2024The vs Index tool now shows results with a Red/Green heatmap.
10/14/2024New WARF Report runs a PM Explain across all of your funds and tells you what is most interesting.
10/11/2024You can now sync Order and Trade amount back into New Issue UDFs for "Order" and "Allocation" automatically (default for new clients).
10/10/2024Add a download link on the small Financials card on the Issuer DES page.
10/9/2024New tool on the New Issue Calendar: Merge, lets you move everything related to an Early Look to the live deal once it's been announced.
10/7/2024The PM Explain tool now shows Traded volumes during the period for relevant assets.
10/6/2024Adding a secondary Security to the Pipeline now lets you immediately start a Workflow (like Primary always has).
10/5/2024We now support AlterDomus trade file delivery.
10/4/2024Issuer UDFs can now be uploaded along with financials via a new tab in the model file.
10/3/2024We will now try to automatically parse financials out of an Excel file if it is tagged Financials.
10/2/2024New PM Explain Tool helps you understand why your WARF changed over time (or CCC bucket, weighted average spread, etc).
9/30/2024New Issue Analytics now shows the amount traded in the secondary in $ and as a percentage for each bank.
9/27/2024Our Virtus integration will now automatically map their Portfolio IDs.
9/26/2024The Security Audit page now has a "Suggest An Update" column where users can help us maintain data integrity and completeness.
9/24/2024The Fund Dashboard now works on an entire Fund Family, not just one at a time.
9/21/2024Removed three features from the UI that never gained traction. Not telling you which ones, but will consider bringing back if people miss them.
9/13/2024The Bulk Trade Importer can now take in Accrued and Settle Date values.
9/10/2024Added Agent Bank to the Model Portfolios screen.
9/9/2024Compliance Failed alerts now can handle both internal and external compliance engines.
9/5/2024VCON screen now has buttons to view Orders, Trades, and to delete.
9/4/2024Financial models that get emailed in but can't be mapped will now send a response to the user letting them know we are working on it.
8/29/2024Added Accrued Interest to the Trade Blotter.
8/28/2024We now track Agent Bank on the New Issue Calendar.
8/27/2024Updated our WARF calc to exclude defaulted securities and fall back to asset level ratings if CFR missing.
8/23/2024Our grids now work like Excel. Hitting Enter moves you down to the next line.
8/22/2024New Trade Blotter column for Allocated Amount, along with a warning if you allocate a Trade and end up with a different allocated amount than the Trade amount.
8/21/2024VCON parsing now populates Settle Date on a Trade ticket.
8/20/2024Workflow UI refresh. Tasks not on the active step are minimized by default. Active Step/Tasks highlighted for emphasis.
8/17/2024Support to have dual compliance engines, allowing LevPro complinance checks to be combined with a 3rd party provider.
8/12/2024VCON parsing now auto populates accrued interest onto the Trade ticket.
8/10/2024New "Important Modified Date" on Trades lets you know when the last important update was made, to help decide whether to a re-send downstream is needed.
8/9/2024New Fund Position Limits - allow on a per-fund basis a warning if overallocating, and/or a compliance test to check.
8/2/2024Private Security and Issuer objects contain a little 🔒 padlock icon in dropdowns to help differentiate them.
7/31/2024Client specific marks can now be pulled from WSO (for public or private names).
7/23/2024Word template report fields can now have a default value.
7/19/2024You can now override the default timezone (Eastern) by Company or by User.
7/18/2024Private Security pages now have a button to fire off an Asset Creation request to WSO.
7/17/2024New Report for Holdings, Pivoted by Issuer.
7/15/2024Screener and Holdings (pivot view) have new columns for Amount owned by Fund Family.
7/14/2024Counterparties can now be ignored to keep them from the Trade/Order dropdowns.
7/10/2024New Security comments field to track things like "repricing of LX198424" or similar.
7/9/2024The Trade UDF referenceticketid can now be set, which when sent down to WSO allows multiple Security trades to be grouped together (strips, private credit tranches, etc).
7/8/2024More conditional formatting in Order/Trade allocations screen if amount is greater than any cash field.
7/5/2024Sponsors can be now set on Private Issuers (Administrator -> My Issuers).
7/3/2024You can now create/modify/delete private counterparties.
7/2/2024New scheduled report available for Screener.
6/30/2024Company option to default to Pivot Funds view of /holdings.
6/29/2024New lightning bar shortcut og to start the Order Generator (optionally passing an identifier like CUSIP after).
6/28/2024Issuer pages were spruced up to add an Actions section with new functions for Start Workflow and View All Chat Posts.
6/27/2024New Counterparties page (in Administrator menu), including UDFs if any are set.
6/26/2024The Due Date Time is now tracked in Pipeline (auto synced if possible from public Loan calendar).
6/25/2024The Order Generator screen now shows Position Limits (if any are defined).
6/24/2024Calculated UDF columns can now be based on underlying fields and/or other UDFs on the model.
6/23/2024The WSO Trade rec engine will now also check that the Security has not been changed in only one system.
6/19/2024Financials can now have a min/max number of months filter to exclude stale reports OR projections way in the future.
6/14/2024New Alert available for Soft Compliance failures.
6/13/2024The VCON viewer now lets you see the full original text.
6/12/2024Exceptions Dashboard highlights any compliance failures
6/7/2024You can now filter Chat messages by both Issuer and a Tag at the same time.
6/6/2024You can now split a comment to a Post into it's own new Post/thread.
6/6/2024Custom Columns (UDFs) can now be of type DateTime.
6/5/2024New scheduled report option for the Allocations dashboard.
6/3/2024New LevPro Composite pricing for non-TRACE bonds.
6/1/2024Ctrl+K (on PC) and Cmnd+K (on Macs) puts the cursor into the lightning bar for quick access to functions.
6/1/2024Screener now supports "issuers owned" to bring back any security in the cap structure of any owned issuer.
5/31/2024The Trade Blotter now allows grouping by Counterparty or Trade Date.
5/31/2024Fund Size can now be calculated automatically from Total Par, Market Value, or by adding Cash to one of those.
5/30/2024New column for Seniority added to Holdings.
5/29/2024The Allocations screen now can show read only versions of the parent Trade UDFs.
5/28/2024The Created Date of a Trade can now be edited from the details page.
5/24/2024You can now search for "secured bonds" in the Screener.
5/23/2024New Issue grids now show the Agent Bank of the Security (generally only known for historical deals).
5/22/2024The Sell and Replace tool now lets you send ideas straight to a Model Portfolio.
5/21/2024Allocation grids can now show cash availability (three ways) as a percent of Fund size.
5/20/2024The Sponsor home pages now show recent Pipeline Deal activity.
5/19/2024New RelVal screen is a customizable grid. You can also include/exclude any Security at various levels (for an Issuer, Sector, Industry, or firm wide).
5/18/2024UDFs (long text and HTML) now have the option to toggle Word Wrap on or off.
5/17/2024Firm Position Limit is a new Issuer level UDF that lets you set an overall exposure limit.
5/16/2024Compliance rules can now be categorized as Hard or Soft failures.
5/15/2024The Movers screen now shows your holdings (if any).
5/13/2024The number of columns pinned on the left of any grid is now configurable.
5/13/2024Added Moody's Unadjusted RF to the Screener.
5/10/2024Add the column Sponsors to /holdings
5/9/2024Custom Columns (UDFs) can now have an Editor group assigned to limit write access.
5/8/2024New Bulk Importer for Custom Column (UDF) values.
5/3/2024The Sponsor dashboard will now show relevant CRM Interactions, if any exist.
5/2/2024You can now delete a bad FinReport when edit mode is turned on in an Issuer's financials page.
5/1/2024The Movers report can now be configured (movers I own, movers I cover, technology movers, etc).
4/27/2024Sponsor home pages now link directly to New Issue Analytics for that Sponsor.
4/26/2024More obvious FX support throughout the platform (Fund Currency is visible, Amount (USD) on holdings, etc).
4/25/2024The Fund Dashboard industry chart now allows you to choose Moody's CORP as well.
4/24/2024The Exposures report now has a selector for Fund or Fund Family.
4/23/2024A new view shows historical Metrics for a given Fund over time.
4/22/2024Model Portfolio grids now support grouping, and have a new column for Tracking Fund Amount.
4/19/2024The /workflow/ page now has columns for Object Type and Object Link.
4/18/2024The Order Generator now creates sell orders if you target against an oversized existing position.
4/17/2024Updated a bunch of S&P Industry aliases (eg: Airlines is now Passenger airlines), but kept old aliases backwards compatibile.
4/16/2024New Custom Column flag for "Display as %" on decimals.
4/13/2024New "All Deals" tab for Pipeline includes old and current deals.
4/12/2024Post-Trade amount and percent, by fund, is added to Trade alerts and the Trade Detail page.
4/11/2024Added Yield-To-3yr to the New Issue calendar.
4/10/2024Added S&P GICS classifications to Issuer landing pages and the Screener.
4/9/2024All New Issue Custom Columns (UDFs) are now available on relevant Pipeline Deals.
4/8/2024New All Financials grid allows you to show financials (including metrics) across companies, periods, reporting types, etc.
4/6/2024New reconciliation available to reconcile ClearPar open trades vs. LevPro.
4/5/2024New option in /holdings lets you pivot the grid so that there is one row per Security, with fund exposures as columns on the right.
4/4/2024Added FIGI and Bloomberg ID to the Positions Custom Data API
4/2/2024New /workflows page lists the set of all current and previous workflow instances.
4/1/2024New field "Is Allocated?" in the New Issue calendar.
3/29/2024The /tasks page is now a full grid with selectable columns, custom filtering, sorting, etc.
3/28/2024Change the default to Quick Sell (vs Current Ratio) when done from Screener/Holdings.
3/27/2024We now support formula-based Custom Columns (UDF) that calculate off of other Custom Columns on the same object.
3/26/2024Hypo Orders for names on the Restricted List now show up in red.
3/22/2024Compliance Test results now show up on Hypo Scenario runs.
3/20/2024File uploads can now happen directly from the Pipeline grid.
3/19/2024The Sentry integration now has buttons to kick off intraday reports.
3/15/2024New report can be scheduled for File Imports.
3/14/2024Two new Trade Optimizer inputs: 1) Floor Price for Buys and 2) Buy Bonds?
3/13/2024Added S&P Recovery AAA % calc as a column in /holdings
3/12/2024The Analyst field in Screener is now editable
3/11/2024Hovering over key cells in Cash Manager will now tell you when they were last updated (settled cash, traded cash, available capital, manual adjustments)
3/8/2024Massive UI theme improvement. It's so pretty now.
3/7/2024Custom Columns in grids now show a description (if set) when you hover over them.
3/6/2024Added a Yield And Spread (YAS) button to New Issue calendar rows
3/1/2024WSO Trade In now accepts our Reason For Trade field, either at a Trade level or per Allocation.
2/25/2024Financial Reports now skip any rows that have no values for that particular issuer.
2/24/2024New File Imports link in /administrator lets you see when we imported your Holdings, Restricted List, etc
2/23/2024Financial Reports now always include a line to show if FY/FQ/etc and if At Close or At Origination.
2/22/2024Hovering over a Financial Report will tell you when it was uploaded, and by whom.
2/21/2024Error and Success message popups are now dismissable.
2/15/2024New allocation methodology: Pro Rata by OMS Order Size.
2/13/2024Views are now shared across any of the Pipeline tabs.
2/12/2024Reports are now available for Pipeline Approved and Pipeline Old.
2/6/2024New Pipeline grid column Status (Ordered) which prepends the step number of the workflow to improve sorting.
2/5/2024New button in Screener for Add To My Coverage.
2/4/2024New report available for Past New Issue Loans.
2/2/2024New Buy/Sell Dialog from Screener and Holdings allows for quick Current Ratio order/trades, or target weighting.
2/1/2024New column in Portfolio Construction that shows each Funds difference vs. the index weight.
1/31/2024The Trade/Order details page now shows more allocation data. Specifically the % of each holding sold to quickly eyeball a Current Ratio trade.
1/30/2024New File Import Summary page in the Administrator section.
1/27/2024Added Asset Class, Issuer Group, and Trade Reason to the Allocations dashboard.
1/25/2024New Issue (and Past New Issue) grids can now be grouped by Bank, Rating, Industry, etc.
1/23/2024Added Modified Date to Quick Allocations list.
1/21/2024New Fund Sort Name availble in /holdings which allows custom sorting.
1/20/2024Added Currency and Ratings to the Allocations dashboard.
1/19/2024The Model Portfolio bulk importer now accepts a column for Entry Price.
1/18/2024The new bulk importer now allows pasting from Excel, along with allowing file uploads.
1/17/2024Added a CUSIP column to Model Portfolios.
1/16/2024Bulk importing Orders can now be tagged to a Hypo Scenario.
1/12/2024Any Custom Column (UDF) with choices is automatically groupable in any grids.
1/10/2024Reports can now be configured to run at any time, and only on certains days of the week.
1/8/2024New Issue analytics now lets you multi-select by Transaction Type.
1/5/2024WSO Trade reconciliation now handles paydowns that occur prior to settlement.
12/23/2023New API endpoint to pull Positions with all Custom Columns (UDF) values.
12/22/2023The Pipeline dashboard view grid can now be Grouped (like the other Pipeline grids already could).
12/21/2023Pipeline column aggregations for size (sum) and days in pipeline (average).
12/20/2023Trades can now be linked to an existing open Order (if on the same Issuer Group).
12/19/2023Deleted Funds now show up in Administrator -> Funds so you can tell that Positions won't be imported from them.
12/18/2023Buttons in grids that show a value (such as Worklow from New Issue) now sort correctly.
12/14/2023If a Security is actually still a provisional shell, make that clear in the name.
12/13/2023Added S&P B- and CCC buckets to Fund Metrics.
12/12/2023Added Bloomberg ID to the Trade Blotter and Middle Office Trades views.
12/9/2023New WSO CLO Warehouse Wizard migrates unsettled trades from a Warehouse to a new live fund, maintaining WSO links.
12/8/2023Pipeline (grid and details) pages now have buttons to show Comments.
12/7/2023Show last modified dates for each Model Portfolio in the list.
12/6/2023Pipeline (grid and details) pages now have buttons to show Trades, Orders, Chats.
12/5/2023Added CUSIP to the Trade Blotter and Middle Office Trades views.
12/2/2023New version of the Bulk Uploader works with both Trades and Orders. Previews results, highlighting errors. Allows quick allocations or fund-by-fund amounts.
12/1/2023Major upgrade to conditional formats on all grids. You can now format one or more cells (including comparing to other cells) not just rows.
11/30/2023Trades that have been sent downstream and later deleted are now marked as "Breaks" until the downstream confirms they also know it as deleted.
11/28/2023OMS users can now "lock in" order sizes so that Trade executions do not recalculate based on Fund size, priority amounts, etc.
11/21/2023The Sponsor Dashboard now has a link to view all related Securities in the screener.
11/20/2023Added "My Coverage" link on Research Tools menu, "Tasks" link in profile dropdown.
11/17/2023"Recent" in natural language searches now pulls any Security with an Issue Date in the past 90 days.
11/15/2023Beta version of a new Bulk Order/Trade Importer, which supports Fund-by-Fund amounts, edits of existing items, etc.
11/8/2023Issuer and Security UDFs can be set from the Middle Office Trades screen.
11/7/2023The Workflow Audit Log now includes info about when a Transition forced a new step to run.
11/6/2023Compliance Rules can now set a UDF value when they fail.
11/2/2023Trade and Order detail pages now let you "Update" or "Update and Close".
11/1/2023Drive now has a delete button for file owners + admins.
10/31/2023Issuer UDFs are added to the Portfolio Construction screen.
10/27/2023All in-app dialog boxes are now draggable and resizable.
10/26/2023Price and YTW added to the Holdings popout on the right.
10/25/2023New Issue deals now have a button to "add to Model Portfolio" even before they are priced.
10/24/2023Private Debt users now can map Pipeline Deals to a Sourcing (our lightweight CRM) Person or Company.
10/23/2023UDFs and Workflow Steps can be referenced by their slug, allowing the main name to be changed.
10/20/2023WSO integration now includes setting "Settled" as the downstream status once all allocations are marked as settled.
10/19/2023Private Debt users now have access to Lender tracking in their Pipeline Deals.
10/18/2023API endpoints are now rate limited at 50 requests per minute.
10/17/2023Private Security and Issuer pages will look disabled if the user doesn't have permission to update them.
10/13/2023Added counterparty to the Order details page.
10/12/2023The SMS bot and lightning bar now support queries for "some company" news, "some company" chat.
10/11/2023Creating an early look calendar deal now starts you on a better landing page.
10/6/2023Multiple Restricted List entries for the same name are now supported (two backends, or different Funds, etc).
10/5/2023New Fund Metrics page uses our high performance grid to allow many more metrics to be customized.
10/4/2023Private Issuers and Securities now display links to allow them to be directly edited.
10/1/2023New quick access to Fund Dashboards via searching the fund name in the lightning bar.
9/30/2023Sentry portfolio sync is now standardized.
9/29/2023You can now natural language search for "private securities" or "my securities".
9/28/2023Portfolio Construction now supports grouping by various columns.
9/27/2023Security level UDFs can now be shown in the Pipeline grid (if flag enabled).
9/25/2023The Restricted List now supports grouping by various columns.
9/20/2023Restricted List Names now include Backend System (allowing multiple sources).
9/14/2023Private Debt users now have a quick link in the OMS to create a Complex Allocation.
9/12/2023Rewrote The Matrix using a high performance grid, allowing customization and action buttons.
9/5/2023Capital Structure is improved by adding holdings and more cumulatives, including overall EV.
9/1/2023Hovering over an auto-parsed Tag shows the reason it was matched.
8/31/2023Chat posts can now be displayed with the newest comment at the top (similar to email).
8/30/2023Chat posts now have a banner to highlight the most recent Comment date (and click to scroll to it).
8/25/2023Capital Structures now show Total Secured Debt and Total Debt (if more than one sub group in each).
8/24/2023New Watchlist feature allowed in natural language screener queries.
8/23/2023The "All Public Securities" restricted list type now correctly ignores trades in Loans.
8/23/2023Updating the window for Trade alerts to: 2 minutes during initial creation, then a 5 minute window upon any important changes.
8/22/2023Companies can now make Realtime Holdings their default.
8/21/2023Add Issuer and Security UDFs as well as various Security fields to Middle Office Trades dashboard.
8/18/2023Covenant Results are auto-generated when importing a financials model that has mapped attributes.
8/18/2023Compliance now fires when a Trade/Order has an attachment uploaded to it (allowing approval docs to be required).
8/17/2023Fund Dashboards now link to Screener for line items in Ratings Buckets, Spread Buckets, Top Securities, etc.
8/16/2023Covenant Definitions can now have a "threshold schedule" that changes over time.
8/15/2023A new Model Portfolio can now be created based on an existing Model Portfolio (with all price overrides, etc).
8/15/2023Priority Amounts on a trade can now be specified in basis points or in absolute dollars.
8/15/2023The Trader on a Trade is now editable.
8/15/2023First version of Covenants for Private Debt clients.
8/14/2023The Octaura integration is now live in production.
8/11/2023Hovering over an attachment now shows details of who uploaded, when, and any Tags.
8/10/2023Movers can now show Weekly/Monthly/Yearly/YTD in addition to Daily.
8/9/2023Support Semi-Annual reporting periods in financials.
8/8/2023+ Add To Model Portfolio button on Security DES page.
8/7/2023Bulk Upload can now support Trade columns like Settlement Docs, Trade Reason, Trader Notes, Accrued, etc.
7/30/2023Pipeline grids now support Group By on key columns.
7/29/2023We now support private Counterparties per client (in addition to the default set).
7/28/2023Added Issuer UDFs to Buy/Sell and Replace tool.
7/27/2023Added visual validations when allocating a Trade if totals don't line up, buying over cash amount, etc.
7/26/2023Added Bloomberg IDs to Screener and Portfolio Construction.
7/24/2023New Alert for when you get tagged or removed as an analyst on a name.
7/21/2023The Pipeline grid now has right-hand pop outs to View Orders and View Trades.
7/18/2023When a User is removed from the system, they are now removed from any User Groups they were a part of.
7/17/2023New nightly report for Pipeline - firm enabled.
7/16/2023New Alerts available for Chat and News on names where you are the Analyst.
7/12/2023Screener can now combine Fund/Family/Model Portfolio with natural language (CFR B3 and higher, etc).
7/11/2023Grids now support relative date column filters (this week, this year, etc).
7/7/2023Deal CRM built for Private Credit sourcing.
7/6/2023Add Trade Date Cash and PF ST Cash to Trade Allocation screen as optional columns.
7/5/2023DM and DM3yr added to Screener and Model Portfolios.
7/4/2023Pipeline Deals that are linked to the Primary will have a button in the grid and views of Order/Allocation/Status from the Primary Deal.
7/3/2023Issuer pages now have a button to view All Securities (including inactive and RegS hidden pairs)
6/30/2023New option for Priority Amount to not be a cap, but rather a minimum during allocations.
6/29/2023Settle Date and Is Settled? are now editable in the Allocations dashboard.
6/28/2023File attachments can now have optional or mandatory tags when uploaded.
6/27/2023Trades and Orders can now have file attachments.
6/26/2023We can now selectively ignore image files from email signatures and other "useless" items in /drive.
6/23/2023Added Moody's CORP industries to holdings.
6/22/2023Added Ticker and Is Public to the new issue grid.
6/21/2023Add Analyst to By Fund. Updated Currency, Ratings, etc. to grouping columns.
6/20/2023Fund Dashboards now let you quick switch to other Funds by selecting from a dropdown.
6/19/2023Show up to 50 recent files on Issuer pages.
6/14/2023Model Portfolios now display Security and Issuer level UDFs.
6/13/2023Cash Manager now separates today's trades out vs. other recent unsettled trades. And Excel export.
6/9/2023Global Admins can now delete Credit Chat posts made by other users.
6/7/2023Workflow Name is a new column in the Pipeline grids.
6/6/2023Added Issue Date to model portfolio screen.
5/25/2023Added Analyst as a column in the Pipeline grids.
5/24/2023Added CSA to the Screener.
5/22/2023The Model Portfolio tool now lets you override Bid/Ask and/or Entry Price.
5/19/2023Moody's Industry was added to the Screener and Portfolio Construction.
5/18/2023Sell from holdings - now allows you to specify a per Family post % as a shortcut.
5/17/2023New API endpoint for compliance Restricted Lists.
5/16/2023The IR CRM tool has a new spreadsheet view allowing choices of columns, sorts, orders, etc.
5/15/2023The bulk OMS importer now handles full Trade details (including Counterparty and allocation).
5/12/2023CSA is now shown on the Security description page.
5/11/2023The new Cash Manager links to an Expected Paydowns viewer that allows custom percents by Fund.
5/10/2023Workflows can now save Security level UDFs on either primary or secondary deals.
5/9/2023The new version of Cash Manager allows Expected Paydowns to be in different percents (not just 100%).
5/8/2023Added Allocation level Settle Dates to the Allocations Dashboard (in addition to Trade leve).
5/3/2023Nightly reports can now be run in Excel format, and can be run ad-hoc from the Report Preferences page.
4/27/2023The YAS calculator now shows cashflows, including base rates and CSAs.
4/24/2023Our YAS calculator now lets you specify a custom maturity and takeout price.
4/22/2023Every Security now has an Audit page that compares our data vs. client's backend data.
4/21/2023We now support holdings information coming from two (or more) backend systems.
4/20/2023The OMS Order Generator has an optimized MV mode.
4/19/2023New Compliance rules for PIK, Cov-Lite, Defaulted, Seniority, Coupon Frequency and Fixed vs. Floating.
4/12/2023Security and Issuer amounts are now shown in the lightning bar autocomplete results.
4/11/2023Automatic compliance tests for Position Limits are created when the UDF is set on a Security or Issuer.
3/31/2023Restricted List names can now be specific to a particular Fund.
3/30/2023You can now select and send Trade Optimization ideas into a Hypo Scenario.
3/29/2023All averages on the Holdings and Model Portfolio screens are now weighted averages.
3/28/2023The new Trade Allocation UI now has a button to pop up all existing holdings of this Issuer Group.
3/27/2023The new Trade Allocation UI now has a switch to allow users to Force Rounding or Force No Rounding if you don't want our default treatment for a specific Trade.
3/26/2023New SMS Bot features: you can now view trades, news, chat and holdings specific to an Issuer.
3/25/2023Rounding will not happen on Current Ratio trades for Loans, although bonds still honor min increments.
3/24/2023Admins can now delete a running Workflow so that a new/different version can be started.
3/20/2023Workflow Tasks now let people record a Vote, even after a majority has made it move to another step.
3/17/2023You can now "sell all" when creating an Order to have the system pull in the position size.
3/16/2023The Restricted List will now flag anything within an Issuer Group, even newly added entities.
3/15/2023Added Weighted Avg Maturity to the Trade Impact tool.
3/13/2023The Screener will no longer truncate results if one of your filters is "I Own".
3/11/2023Recent Activity is now divided into Internal, External, or All.
3/10/2023We rebuilt our Feed for better performance and usability.
3/9/2023The Screener can now be configured to show Fund exposures in % as well as $.
3/9/2023Fund Dashboards now show exposures by Ratings Buckets, Coupons, and Sponsor.
3/8/2023Person Custom Columns can now be limited to a specific User Group.
3/7/2023Our WSO integrations now work with WSO Hosted Admin as well as WSO Web.
3/5/2023The CRM tool can be configured to sync contacts and interactions in from HubSpot.
2/25/2023Investors By Fund now has a download to Excel button.
2/24/2023New IR Investor Dashboard shows deals a client is in with metrics and top exposures.
2/22/2023Added a way to track whether CRM follow-ups are completed, highlighting the unhandled count.
2/21/2023Added Ask price to Fund/Model Portfolio dashboards.
2/18/2023Clients can now choose to include the most recent Pipeline or New Issue metrics in Screener results.
2/17/2023Most screens now have a ? next to the title that will link to page-specific User Guide.
2/16/2023Our pre-trade compliance engine rule builder can now handle Custom UDFs in calculations.
2/15/2023Added Median Move (alongside Mean Average) to Movers report.
2/14/2023Added Analyst as a column in Model Portfolio viewer.
2/13/2023Added an index page to our latest public LevPro Company News.
2/11/2023Added Ratings as a new Auto Tag that we'll set for relevant chat threads.
2/10/2023Update the Model Portfolio page to show key metrics with real time updates.
2/9/2023New API endpoint for Portfolio With Metrics.
2/8/2023You can now make edits to a Trade and delete it at the same time.
2/7/2023In Workflow you can now vote for options besides Approve/Reject over email.
2/6/2023Added weights to Fund Holdings view.
2/4/2023New in Beta, a CRM system custom made for Investors in CLOs and SMAs.
2/3/2023Added Issuer DES, Holdings, and Activity buttons to the Axe spreadsheet view.
2/2/2023You can now add an Alert for any time a Custom Column value has changed.
1/28/2023Added % publicly traded names to Fund Metrics.
1/27/2023Added new API endpoints for Portfolios and Portfolios With Holdings.
1/26/2023Added Export To Excel from the OMS Order Generator tool.
1/25/2023Added Financials to the Model Portfolio viewer.
1/24/2023You can now set your preferred starting page in your profile settings.
1/20/2023When editing financials manually, grey out and auto-skip formula based rows.
1/19/2023Added weighting to Model Portfolio viewer.
1/18/2023Added Analyst as a column to the Trade Blotter.
1/17/2023The OMS Merge Orders tool will automatically show up when you have multiple of the same Security/Direction.
1/13/2023Show directly links to S&P LoanX data.
1/12/2023Show tranche size on Model Portfolio view.
1/11/2023Best Ideas now support Custom Columns (UDFs).
1/9/2023Best Ideas can now be migrated to another analyst.
1/5/2023Add Excel download option for vs. Index screens.
12/27/2022WSO clients can now specify what accounting treatment to use (FIFO/LIFO/Avg Cost).
12/23/2022Direct links to Moody's and S&P ratings pages per Security or Issuer.
12/22/2022Order Generator can now match Market Value as well as Par amounts.
12/21/2022Comments are now shown threaded into Trade/Order history.
12/19/2022Add FIGI to Screener and Holdings
12/17/2022new Alert available for Chat Posts.
12/16/2022Security Screener now displays (and allows searches by) Ask yields.
12/15/2022Okta Single Sign On is now available.
12/14/2022Bulk Import of OMS Orders can now include a quick allocation for each line item.
12/13/2022Chat posts via email can now link themselves to an existing thread by including its URL.
12/12/2022Analysts are now synced between New Issue deals and linked Pipeline deal teams.
12/7/2022New live Intraday Movers.
12/6/2022Add SP Recovery (new style) to the holdings screen.
12/5/2022Action Buttons can now show custom labels and have custom actions when disabled (Primary Calendar can show workflow status, for example)
11/30/2022Financials now supports multiple custom sources, such as Canalyst.
11/25/2022New Alert available that lets you get notified when a Restricted List name that was "unknown" becomes matched in the system.
11/19/2022Add position amount to Pipeline grids.
11/18/2022Credit Chat posts will be undeleted if somebody revives it by replying to it (otherwise it was hidden).
11/14/2022Add links to Issuer page from Screener.
11/9/2022Trade Allocation screens show a running total and highlight when the full trade has not been allocated yet.
11/8/2022Compliance results now show cushion amounts.
11/3/2022WSO Web integration now allows Positions to be refreshed live at any time.
10/31/2022VCON integration now supports MUNI bonds.
10/30/2022The Workflow Owner can now be changed.
10/29/2022First version of a Findox restricted list integration is in Beta.
10/29/2022Order amounts and any Order Custom Columns are now sent out with Trade webhook callbacks.
10/28/2022Users can now update their own profile (name and cell phone).
10/27/2022WSO Trade-In integration now supports mapping our UDFs to their UDFs.
10/26/2022Financials pages now have a Download To Excel button.
10/26/2022Movers/Winners/Losers searches can now specify currency.
10/21/2022LTM financials can be configured to show most recent [N] LTM reports or most recent [N-1] Annuals with latest LTM at the end.
10/20/2022Financial Metrics now support formulas like: enterpriseValue / ebitda if periodType = 'annual' else ''
10/20/2022Automated WSO Trade Reconcile for shared clients.
10/19/2022Added a button to Clear All Alerts on the top right bar.
10/18/2022VCON parsing now works with TOMS generated VCONs.
10/17/2022New Trade Optimizer shows you the best trades you can make to optimize a variable number of constraints.
10/14/2022Workflow Tasks can now send emails and post chats on completion, not just when starting.
10/13/2022You can now run any custom code as a compliance rule.
10/11/2022Financials tester now allows you to permanently save results if you're happy with them.
10/10/2022Financials formulas can now include if/else logic.
10/8/2022Added Quick Allocations to Hypo order creation.
10/7/2022Moodys Adj Rating and WARF are now columns in Holdings.
10/7/2022Custom Columns now have a Description field that will be shown as a popup, if one is specified.
10/6/2022Trades now track their "slippage" from the mark, which can be used in compliance rules.
10/5/2022Agent Bank added to Security Screener fields.
10/4/2022Fund Metrics now show Weighted Avg Moodys and S&P Recovery Rates.
10/3/2022External link Custom Columns will now be disabled if there is no value set for that specific object.
10/2/2022The REST API now can include Custom Columns for all key data types.
10/1/2022Positions (including by Security) can now be used in Workflow emails or automated Chat posts.
9/30/2022Our VCON parser now works better with TOMS generated VCONs.
9/28/2022Initial integration with Findox links our Issuer pages to theirs.
9/27/2022New API endpoint to list all Sponsors in the system.
9/23/2022You can now drag and drop embedded data fields when designing workflow tasks.
9/21/2022Added Moody's and S&P Recovery to Screener results.
9/17/2022New Pipeline field "Days In Current Workflow Stage" helps you find out when something needs to be actioned.
9/16/2022New right click button for recent Chats in New Issue, Screen, Holdings, OMS, Trade Blotter, etc.
9/15/2022You can now hide Funds from allocation screens to reduce clutter (liability funds, legacy funds in runoff, etc).
9/14/2022Workflow Tasks can now post messages to Credit Chat.
9/13/2022Security Screener now includes a column for Analyst Coverage.
9/9/2022Users in the Research group can now delete FinReports.
9/8/2022When you paste from excel we now maintain the full formatting.
9/7/2022The Holdings screen has a big red STALE warning if you're not looking at the most recent Positions.
9/6/2022The Middle Office trade dashboard can now be a scheduled nightly report.
9/2/2022Pipeline Deals now maintain their own list of Sponsors, rather than displaying whatever the current list is for that Issuer.
8/30/2022WSO integration clients now get an automatic nightly Trade Reconciliation run.
8/29/2022The Middle Office trade dashboard now gives warnings before sending downstream if duplicates, missing data, etc.
8/26/2022New role for Operations to restrict the set of people who can send a Trade downstream.
8/24/2022Financial metrics can now be formulas based on other metrics.
8/22/2022You can now undelete a Pipeline deal.
8/19/2022We now show live stock charts for public companies.
8/17/2022Added a grid to view your uploaded custom Financial models across issuers.
8/16/2022Theme tags can now be customized per client
8/15/2022New source for bond reference data provides more details and earlier nightly pricing.
8/9/2022New Financials email inbox lets you import a model simply by forwarding it to us.
8/8/2022The OMS now has a button to see recent Trades ->
8/5/2022New Compliance Role to protect adding to the Restricted List. Also allows users to set Compliance Approval on Trades.
8/3/2022Added a link to the Security description page from Holdings By Fund.
8/1/2022Show Custom Columns on the Order details page.
7/29/2022You can now add a list of cc: emails in Alerts.
7/28/2022Add YTM to the New Issue Calendar list.
7/28/2022Add YTW to yield calculator and search screens.
7/27/2022All grids now have an easier way to see active filter and to remove them.
7/25/2022Issuer Financials can now be seen in any Workflow Task alongside Custom Column data.
7/23/2022Issuer Financials now include automatic roll-ups of LTM and YTD periods from quarterlies/monthlies.
7/9/2022Workflow Tasks can now be assigned to a Deal Team (and similar groups for other data types).
7/8/2022Mobile grids now only pin 1 column on the left to improve usability.
6/30/2022Workflow votes can now be combined with longer commentary in a single email.
6/28/2022First version of a Middle Office Trade Status tool for checking downstream, confirms, etc.
6/21/2022Sale Reason on Trades is now a standard data field, although choices can be customized per client.
6/20/2022Custom Columns can now have type HTML which includes rich text and embedded images.
6/16/2022We now calculate DM for loans.
6/15/2022Issuer and Security Description pages now have a link to all recent trades below Recent Activity.
6/10/2022You can now lock down views so that changes aren't persisted unless saved.
6/9/2022Clients with Covenant Review access can now view Composite Scores with full breakdowns.
6/3/2022You can now specify how many decimals to display on Decimal custom columns.
6/1/2022Bot security results come back sorted by price so that better quality results are near the top.
5/28/2022WSO integrations now track their Portfolio IDs, Counterparty IDs, Position IDs, Issuer IDs, and Asset IDs.
5/26/2022Recent Trades now show up alongside price history graphs.
5/24/2022The latest Credit Chat message now shows up on Issuer/Security landing pages.
5/23/2022Group By settings are now auto-saved along with all other view preferences.
5/20/2022Workflows can now be forced back to previous steps as well (Step 2 -> Step 6 -> Step 2 -> Step 3 etc.
5/19/2022Email attachments from Workflow replies now show up in the Pipeline Deal page as well.
5/17/2022Security search results now include Adj Moody's WARF, S&P Recovery, and YTM/WARF.
5/18/2022Portfolio Construction can run on the entire index at once.
5/12/2022Ratings now sort correctly (and not alphabetically) in grids.
5/11/2022Added Interest Treatment and Accrued Interest to Trades.
5/7/2022Added Depth and Liquidity as Security search results columns.
5/6/2022Holdings By Fund view now allows you to drag columns up to Group By, with subtotals.
5/4/2022Show amount complete and remain on Orders in the sidebar and main details screen.
4/29/2022Large images in chat can now be zoomed to 100% to make them easier to read.
4/25/2022Custom Columns linked to Issuers will now push updates in real-time to all grids across the system.
4/22/2022You can now pull up Files from the New Issue calendar.
4/21/2022There is now a quick [Delete] button on the main OMS spreadsheet.
4/21/2022New "I Cover" natural language search term to filter down to just the names that you are tagged as Analyst Coverage on.
4/20/2022Tagging an Analyst (or many) to a new deal now also adds them as Analyst Coverage on the Issuer. And if this coverage exists for a new deal, we'll populate it the other way as well.
4/19/2022New URL Financial types: URL, Percentage, and Date.
4/18/2022New URL Custom Column type. We can also now make any column Read Only for users.
4/15/2022You can now put USD, EUR, or GBP into natural language queries.
4/13/2022You can now have multiple allocation notes, each with a drop down of official reasons, optionally allowing manual override.
4/9/2022Allocation notes can now be saved on non-participating funds as well.
4/7/2022Added YTM to the pipeline screens.
4/6/2022Pipeline screens can now show bid/ask as well as 1D/7D/30D price moves.
4/5/2022Workflow emails are now in HTML, allowing embedding of core items like our auto-generated Relative Value table.
4/4/2022Workflow Transitions allow automated actions to happen when a Step or Task is started or completed.
3/31/2022New workflow email designer lets you preview templated messages on live data.
3/30/2022New option to require a comment anytime the allocation of a Trade is changed.
3/29/2022New "Person" Custom Column type provides options from users in your firm, and viewable by full name, first name, username or initials.
3/25/2022You can now pin the view that you want to default for your Company. You can choose if others can seamlessly fork it, or only if explicitly copied over.
3/24/2022The Trade Blotter was migrated to the new grid by default (better performance, better filtering, better UI).
3/22/2022Allocation vs. current Issuer holdings now works even if no security has been selected in a Trade or Order.
3/21/2022Users can now login with more than one email address.
3/18/2022New Trade Allocation method: "Clone" lets you copy the ratios from a prior Trade or open Order.
3/16/2022VCON matcher will automatically match to Open Orders in the OMS as well.
3/15/2022New column in trade blotter [Amount (net)] lets you quickly match buys vs. sells.
3/14/2022Companies can now choose to include preferred financial metrics in security search results.
3/11/2022New VCON matcher will automatically mark Trades as confirmed, or give you the opportunity to book them with one click.
3/10/2022Added a BWIC or OWIC alert to the top of the screen when a list is active in the market.
3/9/2022Improved Issuer Financials, now allowing each company to customize the metrics/layout as well as making Custom metric updates easier.
3/8/2022You now get sent straight to the first incomplete task when viewing a workflow, while at the same time being able to easily see all past and future tasks.
3/4/2022We now auto-create a Security if you just type in a CUSIP, ISIN or FIGI in the lightning bar.
3/3/2022You can now Edit your Posts in Credit Chat.
3/2/2022Chats started from a New Issue, Index Search, or within a Security DES page will always tag the related issuer.
3/1/2022You can now subscribe to Alerts for any Trade changes.
2/25/2022You can now see your Holdings in a name from the New Issue Calendar.
2/23/2022Holdings in the right sidebar now lets you toggle between $ and bps.
2/17/2022New [Axes ->] button on grids shows live pricing for the relevant Security.
2/15/2022You can now see the full change history of any Custom Columns.
2/11/2022v2 of Trade Impact shows B3/Caa buckets, has a better layout, and providers more trade level details.
2/10/2022We now show a Diversity Score in the Fund Dashboard, as well as a toggle to see Moody's Industries
2/8/2022New Trade Impact tool released in Beta. See how recent trading activity affected key fund metrics.
2/4/2022Workflow Tasks now display a running history of any Comments or Votes made by any user.
1/31/2022You can now Add To Pipeline for any Security in search results. Most fields will then be pre-populated.
1/28/2022We now display the "as of" date of Holdings, and warn in red if they are stale.
1/26/2022Holdings in the right sidebar now lets you drill down to funds.
1/21/2022Added more highlight colors for all spreadsheets.
1/20/2022Made it easier to update Quick Allocation names and descriptions.
1/19/2022The Pending Users admin page now shows Approved Users as well, with a last login date.
1/18/2022You can now lock down permissions for who can create/edit Funds, Quick Allocations, Custom Columns, Custom Issuers, and Custom Securities.
1/17/2022We have a new data provider that sends us the list of newly issued HY bonds so there should be much less lag on getting them in the system.
1/10/2022You can now directly embed business data into a Workflow Task, and make it Read Only, Read/Write, or Required.
1/13/2022Big Movers screens now just show TLs and Corporate Bonds by default to avoid the RC and equity noise.
12/30/2021Added Sums and Averages to all relevant columns in Security Search results (sum of holdings, average price, etc).
12/28/2021YAS button now available on Security Search results.
12/27/2021New User Administration Role allows a company to lock down new user creation in their domain.
12/16/2021We now show a Sum footer row for any Custom Column that has type Integer or Decimal.
12/13/2021New OMS Progress button lets you track who is working parts of an Order, how much could still be worked, etc.
12/10/2021New OMS Market Update on an Order quickly shows you recent price history, live axes, and movement since the Axe was created.
12/9/2021Recent Activity now includes Workflows whenever they change their Stage.
12/8/2021You can now opt into Fund level holdings on search results.
12/2/2021Added Recent Activity and Holdings information to Pipeline spreadsheet view.
12/1/2021We now track Moody's (mostly) and S&P (somewhat) industries for Issuers.
11/30/2021Transfer Fees and Closing Docs added to Loan Trades.
11/19/2021The first version of our Cash Manager lets you see T+0 cash and then pro-forma it for pending trades, orders, maturities, coupon payments, etc.
11/17/2021We now calculate YTM (Flat LIBOR) for Loans.
11/17/2021We now show the Agent Bank on the Security description page for Loans.
11/12/2021The Administrator app now offers a new location to manage all of your private Issuers and private Securitites.
11/9/2021Equity options can now be booked with either the standard OCC format or the bloomberg/figi ticker format.
11/8/2021You can now track the amount of cash in each Fund.
11/4/2021Pipeline Deals that an analyst is working on now show up on their Analyst home page.
11/3/2021New Issue alerts now have lots more information about the deal included.
11/2/2021You can now breeze through the New Issue Calendar and kick deals to the Pipeline, setting the Analyst and starting a Workflow, all without ever leaving the page.
11/1/2021You can now sign up for Alerts on every new Trade.
10/29/2021Now automatically view all recent comments across all New Issue deals (if there are any) when you pull up the calendar.
10/27/2021Any comments made about an item related to an Issuer will now show up in Recent Activity (a comment on News, New Issue, Trade, etc).
10/26/2021The menu bar was getting crowded with all of our functionality, so we made it collapse the sections (other than the current one) by default.
10/23/2021Show Holdings, Files, Rel Val, and combined Issuer chart on the Issuer DES page.
10/22/2021LEPrecon jobs now have user defined notes for the client file and provider file.
10/21/2021The SOFR CSA (credit spread adjustment) is now it's own column in Primary Deals.
10/20/2021Lots of performance optimizations for some pages that had become slow as our dataset scaled over time.
10/12/2021Workflow Tasks can now be assigned to the initiator of that specific workflow instance.
10/11/2021Chat threads parsed from emails will now show inline images exactly as they look in Outlook.
10/8/2021Added auto-tagging of Investment Committee mentions
10/7/2021New Order Generator lets you fine tune an order by fund weights, by family.
9/27/2021Orders created from the New Issue Calendar can now by linked to a Hypo Scenario which will use all the latest spread, ratings, price talk.
9/25/2021Orders created from the New Issue Calendar get linked so that they get the right Security if one hadn't been created yet.
9/24/2021Added support for SOFR+CAS loans in the New Issue Calendar and Security master (there aren't any yet, but that will change soon).
9/23/2021Added Issuer Custom Data to the New Issue Loan Calendar.
9/21/2021Added Issuer Custom Data to the Index Search and Pipeline Deal screens.
9/20/2021You can now re-order Custom Columns
9/17/2021Added Issuer Custom Data to the Issuer and Security DES screens.
9/16/2021Compliance Results can now include Maintain or Improve for specific tests.
9/15/2021You can now schedule reports that pull any view of the New Issue Table, Trade Blotter, or OMS Order list. With PDF or HTML attachments.
9/14/2021Brand new look and feel for the public facing pages.
9/13/2021New shortcut to see Recent Trades in a name via right click from calendar, search, bwic, etc.
9/10/2021Add a Print button to every spreadsheet.
9/9/2021You can now setup multiple views for each table and pull in another user's view as well.
9/8/2021Lightning Bar search results now include Funds and Fund Families.
9/7/2021First version of a WSO Trade integration.
9/3/2021New Deal Analytics. See your hit and fill rates by dealer, sponsor, deal type, or analyst.
9/1/2021When you change the type of a Custom Column, we'll go in and parse anything we can to the new type automatically (450k, 1mm, etc).
8/28/2021Custom Columns can now be Dates, Integers, Decimals, as well as Text or Long Text.
8/27/2021First version of an Allvue Trade integration.
8/25/2021All grids now support sorting by up to 3 columns. Double click to get your least important sort right, then your next most important, then finally your most important.
8/23/2021LEPrecon is now smart about pointing out Trade Breaks, including native understanding of ClearPar reports.
8/18/2021LEPrecon now lets you filter out just rows/cells with breaks or just row/cells with unhandled breaks.
8/16/2021The Pipeline audit trail now includes Workflow details. Workflow Task instructions can now include live data from the underlying data objects.
8/13/2021Pipeline Deals can now have an Order attached to each Security, which can be allocated, run compliance checks, etc.
8/12/2021Allow Workflows to be started from Pipeline Summary Screen. Also create a Pipeline Dashboard.
8/11/2021First version of a fully customizable Workflow Engine. Right now just for use in the Pipeline.
8/2/2021New Report showing Holdings by Asset Type.
7/30/2021Model Portfolio Ramp Compare now allows you to choose any columns, download to excel, etc.
7/29/2021You can now view existing Holdings and Recent Activity from the New Issue Calendar via Right Click or Buttons.
7/28/2021You can now 1) create a Pipeline Deal from a Primary Deal, 2) View Holdings, 3) View Activity.
7/27/2021Add Approved Date, Approved By, and Approved Amount to Pipeline Deals. Also made Pipeline list views customizable.
7/26/2021Users can now update the column mappings, types, and match rules in LEPrecon.
7/23/2021Updated version of the Portfolio Ramp Monitor shows much more in depth information to compare your Mock vs. your Ramp in 5 scenarios.
7/21/2021You can now set a Target Assets for Funds.
7/16/2021New Portfolio Attribution starts with a Brinson comparison vs. the index, by sector, then allows a further drilldown.
7/15/2021Weighted Average Entry Price is now a calculated Fund Metric.
7/14/2021Entry Price and Cost are now available as metrics in the compliance engine.
7/13/2021Natural Language Search now tells you the full number of results available.
7/12/2021Mock Portfolios can now be started by duplicating all the holdings and sizes from any Fund.
7/7/2021LEPrecon can now fuzzy match amounts within 5.0 and dates within 15 days.
6/30/2021You can now book a Trade or create an Order for any security in Index Search results.
6/29/2021New LevPro logo replaces the flying SuperTrader. A little sad to see him go.
6/28/2021Sell from Holdings (or Sell Order from Holdings) allows you to select fund-by-fund what you want to do.
6/21/2021New Ramp Monitor helps you compare a Mock Portfolio to an actual Fund that you are trying to ramp.
6/18/2021LEPrecon will now show the client/provider values of all cells, not just those with a break. This is helpful for Ignored Columns, fuzzy match rules, and those with aliases.
6/17/2021New Portfolio Construction goes live in beta. Compare a Fund or Mock Portfolio to the index and easily update weightings individually. Very powerful but easy to use.
6/9/2021LEPrecon now has a page to view just the comments made about breaks, with an easy export to Excel or copy/paste for email.
6/9/2021LEPrecon now allows you to set a column as high priority, coloring it red and summarizing the count.
6/8/2021Trade and Order history now show allocation details.
6/7/2021Trade view now shows more allocation details, including allowing update fund-level notes.
6/5/2021New Theoretical Trade tool will show you what an allocation will look like without needing to create a trade first.
6/4/2021LEPrecon dashboard can now focus on a single job, as well as all jobs combined.
6/3/2021LEPrecon now lets you manually upload two new files to re-run a job. You can also close the right popout menu by hitting the Esc key.
6/2/2021LEPrecon will now show the absolute difference in a break. It will also provide handy links to a DES page (both LevPro and Bloomberg) for security field breaks.
5/31/2021LEPrecon now handles Moodys and S&P industries (by code or name) and also does fuzzy matching on Issuer names.
5/25/2021Lean & Mean Mode - for customers that don't have the required data license but still want to use our calendar.
5/24/2021Alerts for all new orders created within your company are available.
5/21/2021Teasing a VERY early beta of our Financials data that is part of our Research Tools.
5/20/2021Quick Allocations will now hide all unrelated funds, making the UI easier for PMs to input orders.
5/19/2021Add the Replacement Tool to the New Issue Calendar.
5/18/2021View the original run from Axe Stream (click on three dots for the link). Also get alerts when a live Axe matches an Order.
5/17/2021"Add To Hypo" option available when running an index search.
5/14/2021NEW NAME! Rebranding some items from SuperTrader to LevPro
5/13/2021Large update to LEPrecon, now allows file pre-cleaners, variable column types based on other row items, variable value multipliers, etc.
5/10/2021Winners, Losers, and Movers reports can now be for only names "I own"
5/6/2021Add Custom Columns to the replacement tool.
5/5/2021Add Transaction Type to the New Issue calendar to track if something is a Refi, M&A, LBO, etc.
5/4/2021First version of LEPrecon, the middle office data recon tool.
4/28/2021Handle Sell Short, Buy Cover, Sell Protection, Buy Protection for trades.
4/27/2021Handle equity options better, including auto-parsing/creating them from Order/Trade input.
4/22/2021Move recent searches to the left of the lightning bar, so they're always available.
4/21/2021New Replacement Tool - helps you find the perfect replacement for a specific buy or sell.
4/16/2021Bringing Best Ideas out of beta.
4/15/2021You can now view the history of changes to an Order from the details page.
4/14/2021You can now add file attachments to a Pipeline Deal.
4/13/2021Bulk uploads can now be in legacy XLS or Excel XML format, in addition to XLSX.
3/30/2021Now see your recent searches in Index Query and click the star to save any of them.
3/29/2021Quickly add a security to a Portfolio from Index Search via the Add Button or a right click.
3/26/2021Mock Portfolio improvements: you can now delete a Portfolio, and add/delete holdings
3/25/2021New Compliance Rule built in to check for Cross Trades with configurable windows.
3/24/2021View Recent Activity from Index Search by right clicking on a row -> Activity.
3/24/2021Allow a Mock Portfolio/Watchlist to be used as a filter for the index search.
3/23/2021Update natural language Index Search to return a spreadsheet, allowing custom columns and saved views.
3/19/2021Compliance Status now always shows as Red/Yellow/Green.
- The initial screen for allocations will be the list of Quick Allocations, if you have created any here.
3/18/2021Add Trade Direction (buy/sell) as a Filter for Compliance Rules. builder
3/17/2021Launch an improved Compliance Engine that allows you to create very complicated rules based on Issuer, Security, or trade Attributes
3/16/2021Add historical YTM as an option to the price graphs.
- Add a filter for 3M, 6M, 1Y
3/15/2021First version of a Sell Side portal with limited functionality.
3/12/2021Right click on a Trade or Order to view full allocation details or compliance test results popup on the right.
3/12/2021The Trade and Order exports now include custom columns that were set on the applicable Security.
3/10/2021Bug fix: grid cells now always wrap long text in custom columns.
3/9/2021Quick Trade and Quick Order entry (tt [enter] or oo [enter]) now allow quick allocations to be applied.
3/8/2021Favorite Funds by clicking a star here. These will now be default filters for Portfolio Tools.
3/5/2021Order To Buy or Order To Sell from Holdings page
3/4/2021Re-allocate a trade in the background if the size or direction is changed.
2/26/2021Support "rating higher than" in natural language search
2/25/2021Allow Orders and Trades to be pre-allocated even if there is no Security setup yet.
2/25/2021Index search can now treat libor floors as numbers (libor floor between .5 and 1)
2/25/2021Quick Allocations - pre-create and then apply to a Trade or Order with one click.
2/23/2021New column "Families" in Orders and Trades screens which lists the Fund Families this has been allocated to.

Expand Your Firm's Possibilities with Software that Works for You, Not Against You

Our platform is designed to enhance your investment processes, not complicate them. Join leading firms that trust LevPro for their critical workflows.

Request a Demo