We're excited to announce enhancements designed to make your experience more intuitive, insightful and connected!Dashboard Improvements• Added a new "Performance Summary" section.• Users can now select a portfolio and classification system to view performance metrics.• Performance data is available for MTD, QTD, CYTD, and FYTD.• Market value, weight, return, profit and loss, and contribution can be viewed at the Class level. Users can also drill down into a specific class to view these metrics at the investment level.• When examining a specific class, users will see the return data charted for the selected period.• Data can be easily sorted by selecting column headers.File Improvements• We have added the ability to specify specific periods for files. A new control allows users to select Daily, Weekly, Monthly, Quarterly, Semi-Annual, and Annual periods.Search Improvements• Introduced a new option, "Show Associated Items." When enabled, this toggle automatically includes any items related to the one searched.• The Event and Files tabs now display the total count. Additionally, a description above the grids indicates which filters are active, offering more transparency without the need to open the filter panel.

~Northern Trust