bondIT’s new Portfolio Lock Feature
July 2, 2025
In the bondIT platform admin users can now lock live portfolios to temporarily block rebalancing actions, ensuring no proposals can be created during sensitive periods such as trade settlements or compliance-related holds. When a portfolio is locked, rebalancing actions in both “Portfolio View” and “My Portfolios” screens are disabled, with clear tooltips to guide users.
Find out more in the video below.