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Features Include:

Overview Options

  • Multiple Portfolios and Multiple Dates (History)
  • Key Portfolio Metrics    
    • Balances
    • Gain/Loss Levels
    • Cash Flows    
      • Drilldown to Bonds
      • Roll Off Yield
      • Static/Dynamic
      • 12-month, 24-month, and Annual Multiyear Views
  • Robust Graphics and Charts
  • Expandable/Collapsible Data Views
  • Notifications/What’s New Alerts
  • Strategies
  • Policies