TSO,
There has been some talks here about updating your back-office and you had asked if we could contribute specific pain points regarding the current version ( in addition to the generic comment about dated look-and-feel). Here's a couple that I had to face very recently -
* Being forced to login to the back-office as per financial year. Since the FY is just over, there are many trades taken in the last FY which are still open and I am having to log out and log in multiple times to check certain execution prices etc.
* Unable to download a laundry list of all trades done in a FY/Quarter. The Smart Report-> Global gives summary per contract while the Smart Report -> Details give combined results per contract per day. Many other brokers provide a simple list of all trades (ticker, date, quantity, price, brokerage) done in a specific time frame. Such a report is critical in case I need to get my trade details audited.
* The Download as excel button does not seem to work on the Smart Report-> Details page. Having to manually copy and paste into excel.
* Since each login deals with only one particular FY, there is no way I can check rolling returns / trade profitability over the last few quarters.
* Could not find a centralized space where I can download all my contract notes for a particular period (again critical for audit requirements)
I hope you note these issues and treat our request of an updated and better functional back-office software with some urgency.
Thanks.