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FX Rates

FX rates (foreign exchange rates) enable portfolios to be managed and reported in multiple currencies, ensuring consistency across global investments.


Benefits include:

  • Supports clients and companies operating in different currencies

  • Allows each portfolio to be reported in its preferred base currency

  • Ensures accurate and comparable performance across regions


Adding a new FX Rate

Use bidirectional FX rates and maintain deep historical data to ensure accurate, time-consistent portfolio reporting.