ATOM ALIGN New Features


On September 27 we released many new Atom Align features. Some of these features are:

 

  • Enhanced workflow management and trade approval
  • Text file import allows for accounts, securities, households, model sleeves and more to easily be updated using Excel
  • Additional tolerance options give users more control over rebalancing ranges
  • Streamlined trade and allocation extracts
  • Expand / collapse all button added
  • Automatic unzip of import files
  • Custom portfolio field display improvements

We also have many more exciting new features planned for additional releases later this year. Stay tuned for updates.

 

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