Attribution on AXYS composites now available

With the 8.2 release of Telemet Orion, portfolio analytics, including multi-style attribution, may be run on AXYS composites.  Simply add the file type to the Orion Data Storage Descriptor along with your other AXYS files.  The newest version also allows clients the option to exclude certain security types and transactions.

1) Click Functions, Add In Console, Portfolio Accounts from the Telemet Manager window

 

 

 

2) Click on Data Storage Descriptors and right click on Axys3 or Axys38 depending upon the version of Advent Axys you use  (For any version prior to Axys 3.8 you should use Axys3) 

 

3) Click on Edit from popup menu when you right-click on the proper version

 

4) Define the correct folder for the location of the Portfolio (cli), Group (grp), and Composite (cpg) files using the blue dots hyperlinks

 

Please contact Telemet America Client Services at 800-368-2078 or support@taquote.com if you have any questions.