Release 3.72 2023-01-26
We are pleased to announce the release of the Platform on 26 January 2023.
New features
for All Users:
Order attachments are available in PNG and GIF
Redesigned Lead & Opportunity
Redesigned Notification list page
Every user can set up needed mail and push notifications via Settings-> Notifications
All available notifications are grouped by Objects (Mandate/ Portfolio/ Transaction etc) with separate setting of mail and push notification. All notifications are turned on/off by switcher.
If notification has sign đź“ť , user can set up value/parameter which will influence the notification.
Redesigned Orders
Single | Mass | Virtual BA related to Omnibus | |
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Income Order |
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for Back Office Managers:
Added MWR PNL for all time in Portfolios table
Сustody integrations
for Admin and Support Team:
Added Market Securities to Connectors for monitoring
Fixed selectors and added settings for Notifications
Notifications are set up by Admin of the system
Technical information
Fixed update of Performance on Portfolio after transaction was changes for the previous period
Fixed display of information in the footer of order’s forms
Fixed names of xls -files that are exported from LWP
Fixed message about Portfolio Performance if there is no information. Now User can see that no data is provided for his/her request.
Made separate calculation queue for Portfolio’s product positions from usual Portfolio’s positions