Release 3.51 2021-12-23

We are pleased to announce the release of the Platform 23 Dec 2021.

New features

We changed the fonts and colors of the theme of the system interface:

for Sales Management:

• Added ability to lead client requests using Opportunity. See more about Client Requests

Improvements

for the Back Office Management:

• Added account details to the Order table such as Account Status, Address, Country. To add the fields please use view manager.

for Strategy Management:

• Added automatic load of the price for the instrument when adding the holding

• Changed the logic of order calculation - now system calculates target quantity to match allocation and Portfolio Manager can change it if necessary

• Added the logic of the multicurrency strategies

Big fixes

for Strategy Management:

• Fixed displaying opened strategy position window

for Reporting:

• Fixed RTS28 report

for Portfolio Management:

• Fixed display of information of instrument in the position window.

• Fixed grouping of Positions by Account.