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Release 3.75 2023-04-24

We are pleased to announce the release of the Platform on 24 April 2023.

New features

for All Users:

  • Added to Performance dashboard index to compare performances

  • Added a new type of fee - “Consent fee”

  • Bank account opening date is made a required field

for Investment Department:

  • Add ability to place BUY strategy order before all SELL orders are filled

for SaaS:

  • Added a new service External Order Management System (EOMS). It allows to place trading order from the one space (as Asset Management System) to another space (As Broker System). Read more about EOMS and its setup here.

for Admin and Support Team we approved Automated Reconciliation Tool:

  • Reconciliation block is improved: Closed Bank Accounts are checked only for active periods.

  • Improved reconciliation:

    • added positions from the system to reconciliation page even when there is no such position in bank

    • added to reconciliation page positions which are made from instrument that is still not loaded to the system

Technical information

  • Made refactoring of Mandate object in the system

  • Made refactoring of Role object in the system

  • Updated logic how to get available Trading Type options of the instrument depending of the connected loaders

Please note that some features may require additional setup steps. For more information, please refer to the updated user guide(s).

We hope you enjoy the new features and changes in this release. As always, please let us know if you encounter any issues or have any feedback.


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