This weekend we rolled out an update to our Web Portal. Detailed release notes can be downloaded here. We also discuss some of Microsoft’s latest updates to Dynamics CRM as well as what’s next on the Fin365 horizon.

For the time poor, below is a quick summary of the key features added in this update:

• Praemium data feed added + enhancements to Class data feeds
• Foundational upgrades to keep our portal running on the latest technology
• Change of market data provider for enhanced portfolio reporting
• General usability improvements