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Release 3.79 2023-06-30

We are pleased to announce the release of the Platform on 30 June 2023.

New features

for All Users:

  • Added information to Portfolio panel.

Bank account filter is supplemented by its name, custodian, value and PNL.

The system uses Date and Currency set by user on positions to display Value and PNL of a bank account.

If a user choses several bank accounts it is reflected within a counter.

  • Added FX order auto fill bank account when form is opened via click on the position

  • Added Position grouping with detailed information on Strategy holdings

Open Portfolio positions-> group Positions by asset type and subgroup them by Product Id

for Admin and Support Team:

  • Added one more Custodian to Connectors for administration and monitoring of the raw bank data

  • Improved connectors functionality. If a user sets a date for checking connectors and then check bank’s tables, the date set is not changed by the system.

Technical information

  • Fixed adding authorised persons to Mandate. Authorized persons can be chosen from Account contacts.

  • Fixed automatic Strategy order was cancelation when execution was closed as finished.

  • Fixed display of information on Market Place for users who do not have asses to strategies

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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