Improvement

New Auth: More ways to login

New Auth: More ways to login

New Auth: More ways to login

Copy link

Copied

Request a Demo

Sign-in securely with a Magic Link, Google, Microsoft, or Okta

Sign-in securely with a Magic Link, Google, Microsoft, or Okta. No passwords to remember, no separate credentials to manage.

Back to product updates

Ready to Transform Your Portfolio Operations?

Request a Demo

Copy link

Copied

Other updates
Other updates
Other updates

Improvement

Attributes: Custom fields for your companies and funds

Improvement

Company Overview: UI Update

Improvement

Calculated Metrics: See the math behind every metric

Improvement

Attributes: Custom fields for your companies and funds

Improvement

Company Overview: UI Update

Improvement

Calculated Metrics: See the math behind every metric

Security Conversions

Improvement

Conversions: Record Security Conversions