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Release 3.87 2023-10-19

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

New features

for All Users:

Added alert about calculation errors on portfolio positions and on all positions

Click on the icon near position and check error reasons

  • Opened ability to correct order technical information for autorized users

for Investment Department:

  • Added ability to indicate a date from which the system will display of the strategy model performance

  • Updated design of widget Top gainers and Loosers

for Risk Manager and Compliance:

  • Added ability to indicate several Countries of taxation and related TIC on Account and for every Controlling person of the Entity

  • Made changes in CRS report. Address presentation in the report is option “AddressFix”

New Brokerage Solutions:

  • Added a new bank and corresponding transaction source

  • Redesigned Cass reports

Technical information

  • Fixed format of email notifications

  • Fixed estimated qty on GBp Currency holding strategy

  • Fixed request of Connectors data for the selected period

  • Optimised filters work in all tables of the platform

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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