HiPortfolio version 24

HiPortfolio version 24.0.0 has been released. The new version reflects our commitment to the product as this version contains changes to meet market and client driven changes and requirements. 

The ongoing investment in HiPortfolio brings about the regular release of new capabilities and presents a compelling upgrade business case. Version 24 supports changes being introduced by the market, improves operational efficiency and extends data management capabilities. 

The new version includes: 

  • expansions to HiPortfolio’s risk free rate-linked securities functionality, allowing them to be set up using FI-02s 
  • improvements to the Income RG, allowing users to determine whether deleted transactions are included 
  • expansions to operations management when setting up new FI-00 and DS-00 securities 
  • improvements to unit pricing processing, allowing users to configure permissions for the report set execution/print process by user groups
  • improvements in data management when maintaining portfolios from external systems. 

 

The value of an upgrade to our clients lies not only in the new capabilities delivered in this solution, but includes the enhancements delivered in all previous releases since your clients last upgraded. The Enhancement Summary Tool has been updated with v24.0 content and will also be available on the Source, along with numerous other resources to help you demonstrate the complete value of upgrading to our latest version. 

To request a delivery of the new release on behalf of your clients, please utilise the standard Client Release Request (CRR) mechanism.  Please note that this version would require clients to upgrade their Acu license to 10.4 and Ctree license (if applicable) to version 12. Please allow an extra week for the release team to secure the license upgrade. There is no cost expected for clients in upgrading licenses from Acu 10.0 (HiPortfolio 16.0 and above) and Ctree v11. 

The end of support date for this version is October 2027. Please note that all versions prior to 22.0 are out of support and 22.0 will be out of support on 30 June 2025.