Release 3.67 2022-10-10

We are pleased to announce the release of the Platform 10 October 2022.

New features

for All users:

Added a feature that helps to select bank account(s) and display portfolio profile data and positions related to selected bank accounts.

Click on search icon from any Portfolio and type Portfolio or Account to start search.

For Compliance:

Added a field “Status” on Compliance tab of Account.

Available status options: Draft, Active, Deactivated or Closed.