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Release 3.66 2022-10-03

We are pleased to announce the release of the Platform 03 October 2022.

New features

In General:

  • User interface minor changes

  • Added a feature for saving column widths for custom views of main tables.

for Back Office Managers:

Added a workflow that consists of several steps that lead to creation of a Client Portfolio and related objects in the system.

for Admin and Support Team:

  • Bank Connectors Dashboard

Shows statistics of loaded bank data for all time and on today. Dashboards display results of loaded bank files, information on positions and transactions with parsing results (success, skipped and with errors).

Technical Work

  • Fix of Internal Transfer orders and FX orders

  • Update of Client Portfolio AUM and return requests

  • Added a refresh window when new front version available

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