Improve fund name selector/drop down for the Excel Reports so that the user can select all or multiple fund names without having to click each individual fund name.

Streamline loan transfers from the BDC parent to captive vehicles (CLOs and SPVs). Current processes require numerous manual steps with the result that transfers are executed only after substantial cash build within the captive vehicles. Private C...

To establish an automated, reliable, integration between Octaura's trade execution platform and Siepe OMS, enabling straight-through processing

Add new column for issuer name ( Legal Entity) on the trade and order blotters.

Provide a way for the user to extract trade or order details and email them out by providing a recipient.

Contextual chat bot from portal allowing users to ask questions about positions and portfolios in natural language.

Streamline and enhance the integration between the Dynamic Dashboard and Reporting modules to improve usability, flexibility, and efficiency in how users interact with and manage their data visualizations. Currently, users must navigate between th...

Add column filters (text or dropdown) under each header for quick filtering. Implement advanced multi-parameter filtering (Instrument, Broker, Side, Date Range, Status). Allow users to save custom filter presets for personalized blotter views....

Enhancements – Trade Details Screen Use collapsible sections (e.g., “Advanced Fields”, “Loan Details”) to reduce scrolling. Apply consistent alignment and spacing, especially for mixed dropdown/input rows. Enable keyboard navigation across f...

Enhance the Compliance Dashboard within the Compliance module to deliver more value and insight to users. The current dashboard lacks hierarchy, context, and interactivity. This update will transform it into a clear, action-oriented view that help...