We have renamed the Universe/List Builder to Custom Data, which now includes multiple functionalities.
We have added the ability for you to upload custom funds to the system for analysis.
We have enabled the Return Simulator module (formerly named Bootstrapping), which will allow for you to extend historical performance through a simulation for funds which do not have a sufficient track record for analysis.
We have added a Stress Test component to this module so that you can determine how your optimized portfolios would have performed in custom market periods.
We have added the ability to customize your Clipboard by dragging and dropping charts to your preferred location.
As this is now your default dashboard, we have added additional charts and data points that you can add to your customized dashboard.
You can now push the notes that you take for a manager into your instance of SalesForce.
We have added the ability to run reports for multiple managers, as well as the ability to generate and name multiple custom reports, where you can send charts and tables to directly from the Aapryl modules.
We have added the ability for each client’s firm Administrator to upload their firm logo to appear on reports.
You can find more information on our previous updates in the Aapryl Portal.
For more information on how Aapryl's proprietary methodologies can be used, please contact us at