Articles with tag: New functionality

Enhanced User Support

Neil Mathieson. Tuesday, January 17, 2012
Hyperlinks have been introduced to help users access Market Data and a new online Help section. This will ensure accurate results are achieved and improve the user experience.
News categories: New functionality 

Interactive Portfolio View Charting

Neil Mathieson. Monday, November 28, 2011
It is now possible to create interactive charts for Portfolio View analytics. This will help users visualize and understand risk better, plus the outputs can be saved for integration into presentations and reports.
News categories: New functionality 

Advisory Fees Opportunity, Portfolio Swaps

Neil Mathieson. Tuesday, November 15, 2011
TreasuryView’s unique capability in Portfolio Swaps helps Advisors identify opportunities to restructure client portfolios to lower their effective rate and simplify financial risk management.
News categories: New functionality 

Interpolation Methodology Enhancements

Neil Mathieson. Monday, November 07, 2011
Users are advised that we have enhanced our interpolation methodology to provide smoother forward curves.
News categories: New functionality 

Filter and View Settings Enhancements

Neil Mathieson. Wednesday, November 02, 2011
It is now possible to save your preferred settings in the Filter and View Settings fields. This will allow users to display portfolio information in the format which best suits their needs.
News categories: New functionality 

Market Data Enhancements

Neil Mathieson. Friday, October 28, 2011
It is now possible to save Market Data curves in a graphical format. This will allow users to more readily integrate curves in presentations and reports.
News categories: New Functionality 

Improved Market Data Charting

Neil Mathieson. Monday, September 26, 2011
It is now possible to zoom in and out of Market Data curves. This will provide greater granularity when analysing and explaining market and user scenarios.
News categories: New functionality 

Moveable Deal View Windows

Neil Mathieson. Thursday, September 08, 2011
It is now possible to move and minimize Deal View’s and to save changes without the window closing. This will provide greater visibility when analyzing and editing deals and portfolios.
News categories: New functionality 

Enterprise Risk Analytics

Neil Mathieson. Thursday, January 13, 2011
It is now possible to analyze, scenario plan and report financial risks on an enterprise basis.
News categories: New functionality 

Document Repository

Neil Mathieson. Monday, December 20, 2010
It is now possible to insert notes or entire documents such as Term Sheets and ISDA’s to specific deals.
News categories: New functionality 

Dashboards - Cost Effective, Customized Infrastructure

Neil Mathieson. Monday, December 20, 2010
Dashboards are a new ‘light‘ version of TreasuryView. Their purpose is to facilitate the simple exchange of financial data and to deliver key performance and risk information on a single screen, in real-time.
News categories: New functionality 

Receive Reports Automatically by Email

Neil Mathieson. Wednesday, November 17, 2010
It is now possible to schedule standard and customized reports direct to your email on daily, weekly or monthly frequency.
News categories: New functionality 

Non-Utilization Margin Added

Neil Mathieson. Tuesday, November 16, 2010
It is now possible to enter a Non-Utilization margin on funding transactions, allowing users calculate their Effective Interest Rate (EIR) and all-in cost of funding.
News categories: New functionality 

Enhanced Portfolio Analytics Using Grouping

Neil Mathieson. Monday, August 23, 2010
It is now possible to group analytical outputs using standard and customised filters, to provide a simple classification and identification of risk.
News categories: New functionality 

New Limit System

Neil Mathieson. Monday, August 16, 2010
A new limit system has been integrated into sals.a®. This will provide users with enhanced analytics on their investment, funding and derivative facility utilisation, in turn promoting better management of risk and liquidity.
News categories: New functionality 

Market Data, Reducing Scenarios to improve speed

Neil Mathieson. Monday, August 16, 2010
To enhance calculation speed and increase clarity you can now customise the number of scenarios run (currently six in addition to the market rate).
News categories: New functionality 

sals.a desktop enhanced

Erik Süptitz, Norman Winterling. Tuesday, February 02, 2010
The menu structure in now more compact and offers enhanced interaction between the portfolio and reporting windows.
News categories: New functionality 

Define your own date for market data

Erik Süptitz, Norman Winterling. Tuesday, February 02, 2010
The date next to the "Market data" button can now be manually altered and a report generated for a past date via the “look back” function. To try this function first click on today's date, located next to the market data button.
News categories: New functionality 

Entering swaptions

Erik Süptitz. Tuesday, February 02, 2010
As part of the update, the Deal box for Swaptions has been optimised and given a clearer structure.
News categories: New functionality 

New FX reports

Erik Süptitz, Norman Winterling. Tuesday, February 02, 2010
"Expired FX Cash Flows" and "FX Deal Status" reports have been added to sals.a.
News categories: New functionality 

Option strategy for FX transactions

Erik Süptitz, Norman Winterling. Tuesday, February 02, 2010
In the FX section you will find the transaction option “Two-leg Strategy”.
News categories: New functionality 

New features in the Reporting environment

Norman Winterling, Erik Süptitz. Friday, October 23, 2009
Without a doubt, you will have already tried out the new Reporting interface (beta). Reactions from sals.a users have thus far been very positive. Now, as promised, we have added even more functions and features.
News categories: New functionality 

Duration and weighted maturity

Norman Winterling, Erik Süptitz. Friday, October 23, 2009
Two new indicators have now been added to the sals.a desktop: Duration and Average Maturity.
News categories: New functionality 

Additional functions for transaction capturing and administration

Norman Winterling, Erik Süptitz. Friday, October 23, 2009
New fields allow allow you to enter information for differentiation and internal classification of the transactions. It's also possible to use historical price data for FX transactions that began in the past. Furthermore, the copying of transactions to other users is now possible in seconds.
News categories: New functionality 

New currencies, EONIA-curve, greater amortization flexibility, swaptions, etc.

Norman Winterling, Erik Süptitz. Monday, August 31, 2009
New currency pairs and interest curves; expanded possibilities for amending amortization in basic deals and interest derivatives; Bermudan-style Swaptions and other new functionality.
News categories: New functionality 

Present Value History, Risk Segmentation and Other New Features

Norman Winterling, Erik Süptitz. Friday, August 28, 2009
Currency rate history, innovative risk segmentation and other new features.
News categories: New functionality 

New views, command functions and more

Norman Winterling. Monday, May 11, 2009
New views; new button functions; hedging (“Quick Hedge") for funding transactions, automatic referencing of historical interest rates, prices and exchange rates.
News categories: New functionality 

Loan portfolio analyses and portfolio benchmarking

Norman Winterling. Monday, May 11, 2009
sals.a generates analyses and reports virtually automatically. There are also numerous new types of reports available.
News categories: New functionality 

Import of transactions from MS Excel

Norman Winterling. Monday, May 11, 2009
The import function makes it easy to capture your transactions.
News categories: New functionality 

Evaluate portfolio risks using Reuters interest rate forecast

Norman Winterling. Friday, January 02, 2009
From now on you have the opportunity to evaluate portfolio risks and prices of your financial instruments using an interest curve derived from the best interest rate forecast published by Reuters. Every month we determine the most accurate Reuters interest rates forecast for you.
News categories: New functionality 

sals.a Newsletter - December 2008

Lauri Karp, Norman Winterling. Tuesday, December 02, 2008
The value of improved risk management has been clearly underscored by the current financial crisis. The already thin capital base of many non-listed companies is being further chipped away by unexpected movements in the financial markets. Dealing with the effects of this volatility and affording companies more flexibility in operational decision-making is what sals.a is all about. The ability to simulate market changes and independently plan & manage hedging is groundbreaking and was previously unavailable to most companies at an acceptable price.
News categories: New functionality 

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