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THOMSON REUTERS PORTIA Product Roadmap. 2 2 2009 2010 Jan 2011 ► eReports ► PORTIA Perform v3.2.1 ► Thai Bonds ► OSI ► SQL 2008 ► PORTIA Perform v4.0.

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Presentation on theme: "THOMSON REUTERS PORTIA Product Roadmap. 2 2 2009 2010 Jan 2011 ► eReports ► PORTIA Perform v3.2.1 ► Thai Bonds ► OSI ► SQL 2008 ► PORTIA Perform v4.0."— Presentation transcript:

1 THOMSON REUTERS PORTIA Product Roadmap

2 Jan 2011 ► eReports ► PORTIA Perform v3.2.1 ► Thai Bonds ► OSI ► SQL 2008 ► PORTIA Perform v4.0 ► PORTIA CENTRE ► Single Sign On ► New Home Page ► Fund Accounting ► Perform v3.1 H ► PORTIA CENTRE ► Report Zone ► Global Deployment ► Multiple Timezones ► Regional dates ► Batch Processing H ► Partially Paid Dividends ► PORTIA Services ► PORTIA CENTRE ► Job Status Dashboard ► Error handling ► Batch User Interface ► SWAPS

3 3 PORTIA & PORTIA Perform eReports  Enhanced performance capabilities making reports run much faster  Improved usability and workflows to allows users greater interaction with the system PORTIA Perform v3.2.1  Enhanced futures processing  Support for security level attribution  Ability to track constituents against a benchmark Thai Bonds  New security types providing support for Thai Bonds, including Fixed Rate, Floating Rate and Amortizing Fixed and Floating Rate OSI  Changes to PORTIA to support the new naming conventions detailed within the Options Symbology Initiative Planned Enhancements

4 4 PORTIA & PORTIA Perform Planned Enhancements 2010 SQL 2008  Certification for SQL 2008 PORTIA Perform v4.0  Support for new fixed income attribution measures including currency and country effect  Historical VaR  GIPS 2010/2011  Enhanced integration between PORTIA and PORTIA Perform

5 5 PORTIA & PORTIA Perform Planned Enhancements H PORTIA CENTRE  Single sign on across all PORTIA modules  New homepage for all users with a palette for setting up user defined shortcuts Partly Paid Dividends  Enhanced functionality to support the tracking of partly paid dividends in ‘Income Receivable’ until received PORTIA Services  Enhancements to PORTIA Services to streamline processing and improve efficiency

6 6 PORTIA & PORTIA Perform Planned Enhancements H PORTIA CENTRE  Job Status Dashboard with direct access to error log, ability to monitor all PORTIA job types & control which jobs are monitored  Consolidated error log across all modules with enhanced error handling and ability to drill into error log info  New Batch Configuration User Interface SWAPS  Improved functionality including the ability to partially close SWAPS and to enter fees and charges when rolling a SWAP  Basket SWAPS

7 7 PORTIA & PORTIA Perform Planned Enhancements H PORTIA CENTRE  Creation of a new report zone on the home page with the ability to report directly from all PORTIA modules  New modern report browser/user interface for viewing reports Global Deployment  Ability to support multiple timezones on one database  Specific regional dates for different tasks including auditing, batch processing & report generation PORTIA Services  Second phase in a series of enhancements to improve PORTIA Services


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