Configurable Dashboard Update: Enhanced Investment Chart Widget and PME Measures Now Available

In our latest platform update, for Portfolio Management users, the Investment Chart widget within Dashboards > Configurable Dashboards has been enhanced to include additional chart types and exporting capability. Investment Chart types now include single and multi measure bar and column charts. The single measure charts include the selection of a Series, which serves as an additional level of grouping based on the selected field, determining the color of the bars or columns within the chart. Additionally, each Investment Chart widget can be individually exported to Excel or PDF.

For Portfolio Management users with an Advanced Analytics license, public market comparison measures, such as the GGS Direct Alpha, KS PME, ICM IRR, ICM IRR Spread and ICM Valuation are now available within the Pooled Investment Analysis and Investment Chart widgets.

As always, please contact support or your Relationship Manager with any questions.

Configurable Dashboards