Past Webinar | Caissa Platform Q1 2022 Enhancement Overview

April 26, 2022

This webinar occurred on April 26, 2022. If you would like to review the recording, please contact your Relationship Manager or Support.

This is an overview of the new product and data features that were released within the Caissa Platform during Q1 2022. This webinar covers:

• Permissions on Funds: In addition to portfolios, Caissa Platform users can now set up custom permissions for funds. This additional level of control ensures that clients can properly segment data so that it is only accessible to the users who need it.

• User Groups: Clients now have the ability to create user groups, which will facilitate the process of setting up user permissions. For example, when a new employee joins your team, you will just need to add that employee to the appropriate user group. Then, they will immediately have all of the proper data access permissions.

• Assignments Page: The new Assignments page, located within Setup > System Setup, facilitates the bulk assignment of permissions and benchmarks to funds and portfolios, making the maintenance of these assignments more efficient.

• Transaction Audit Trail: It is now possible to see who has edited which transactions and in what way.

• User Defined Benchmarks: Additional customization options have been added to User Defined Benchmarks, including:

  • Support for daily user input benchmarks.

  • Additional rebalancing frequency options for composite benchmarks, such as daily, quarterly, and annually.

  • Monthly and quarterly lagging options for composite benchmarks.