Quarterly Platform Upgrade for PortfolioAnalytics

18 April 2026
Digital Platform Office, Product Team
3 min read

The upcoming platform release introduces upgraded performance decomposition, mandate-level benchmarking controls, and enhanced export formatting for investment committee packs.

Key Takeaways

  • Enhanced attribution views now support factor, sector, and currency-level slicing.
  • Scheduled reporting templates reduce manual workflow overhead.
  • Role-based access settings improve governance and operational control.
  • A phased rollout is planned with onboarding support for enterprise users.

1. What's included

Clients will gain access to expanded chart libraries, benchmark comparison tools, and exception-based notifications for mandate drift thresholds.

Performance and risk exports have been standardized to simplify downstream reconciliation and board reporting.

2. Rollout timeline

The release will be deployed in staged waves over a two-week window, with pilot groups onboarded first to validate production readiness.

Support teams will provide office-hour sessions and implementation guides to ensure smooth adoption.

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