Portfolio

Streamlining bulk investment switches into target sets & ROA generation
Hi everyone, I'm currently looking for a process to streamline our investment switch process into our new target sets, specifically regarding the generation of the corresponding ROAs in bulk. While I’ve been looking into custom Xmerge templates to streamline this, I'm hitting a few roadblocks with the exact data paths and…
Is there a bulk way to remove account numbers 'Portfolio Account Name' from data feeds - into IPS
Due to Cyber Security policies I am looking for a bulk way to remove account numbers that are populated in 'Portfolio Account Name' from datafeeds which feeds into IPS portfolio and subsequently into portfolio reports. As I cant have account numbers go to clients in emails unless documents are password protected with…

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