The Portfolio Calculations Toolkit provides a collection of components to enable a rapid implementation of portfolio calculations and performance reporting. Preconfigured metadata supports performance calculations and updated generic interfaces assist in the loading of Account information, positions, cash activity, and security master data. Standard performance classification models and standard audit checks are included.
Topics Covered in this section:
- About the Calculation Toolkit
- Generic Interfaces
- Preconfigured Components
- Presentation Reports
- Setup and Operation
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