Since its launch in September 2019 our Client Reporting product has been showing strong growth. Instead of copying and emailing confidential data, AssetLogic lets you securely share it, including a full audit history. Clients can easily access historic performance data, valuations and attribution data. You can also store and share important client documents such as […]
We’re super excited about our new AssetLogic to Excel (ALTEX) integration. Our in-house tech genius Kyle has been figuring out how to let users easily extract data from AssetLogic and manipulate it however they choose. Rather than build a whole new piece of software he thought why not take […]
Holdings files are attached to the AssetLogic object to which they relate. For pooled funds the holdings files should be attached to the fund object. For segregated mandates the holdings should be attached to the mandate object. Starting on your dashboard page, first select the type of object you wish to attach the holdings to […]
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