Release 3.53 2022-02-01

We are pleased to announce the release of the Platform 01 Feb 2022.

New features

for Invest Department Management:

• Redesign dashboard widgets:

  • Added a choice of custom period for the performance chart. You can select a standard period or select by specific dates;
    

    

  • Added detail by Region. In the Regions widget, when you select a Region name, a detailed info weight of assets by country in this region will open.

For Administrator:

• Added Notification template where administrator could:

  • see the list of notifications;

  • see details of the notifications;

    

  • change recipients;

  • create the new notification.

Improvements

for Strategy Management:

• Added display of transactions on executed orders in the strategy position window.

• Reduced request time when rebalancing a strategy.

• Added an Error Description field to the table with strategy orders.

for Invest Department Management:

• Added email notification about the investment trades.

• Added a new Instrument type - Derivative. 

Big fixes

for Strategy Management:

• Fixed closing orders as a result of Strategy rebalancing.

for Back Office Management:

• Fixed PNL calculation by portfolio position.

for Invest Department Management:

• Fixed creation of FX, Blocked order from a portfolio position.

for Reporting:

• Fixed Client Count Report (excluded prop portfolios).

• Fixed Monthly Reconciliation Report (excluding grouping by strategy positions).

for Sales Management:

• Fixed client birthday email notification.

• Fixed access check by ip on the application.

• Fixed order creation email notification.