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10.2F Release

If you're part of the Preferred Client Program, you can download the latest desktop version in the Client Portal.

PDS Formation Office 10.2F, released for desktop 2-7-23, offers the following enhancements.


We fixed the following issues that affected some of our customers:
  • When adding a family from the archive, if you sorted by ID and entered the ID number, the cursor was jumping to the top of the list after clicking the family. Or, if you clicked Use this Family, the wrong family and members were added.
  • Newly added funds were not always displaying in fund lists throughout the program. Now, if you have access to a fund, you'll see it anywhere that funds are listed.