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:

Client Portfolio workflow (read article Client Portfolio creation workflow )

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