Release 3.77 2023-05-19

We are pleased to announce the release of the Platform on 19 May 2023.

New features

for All Users:

for Clients

Updated logic of Client permissions for orders creation. The system will check combination of Client’s permissions in Profile and on Mandate.

for Risk Managers:

for Saas:

Improved External Order Management System (EOMS) service:
- Added mechanism to set execution priority for BUY/SELL orders. A special matrix will contain execution priority rules for orders by instrument asset class & custodian. The system will automatically identify the required custodian for BUY/SELL orders after the matrix check. Read more How to set up autofill of trading orders with execution details?
- Extended order cancelation logic (e.g. when some services are temporarily not available in one of the spaces)

for Admin and Support Team:

Improved Connectors Dashboard:
- Added option to check raw bank file content
- Added Filters & Columns to Reconciliation page.
- Added logic to reconcile closed Bank Accounts only in their active period.

Improved display of results on Performance chat when comparison with Index is added
Fixed autofill of main information on postallocation orders
Fixed request parameters for Product performance widget
Made update of Market Place text widgets

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.