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Release 3.93 2024-01-16

We are pleased to announce the release of the Platform 16 January 2024.

New features

for All users:

  • Added order grouping by type and sorting alphabetically on the order form

Screenshot 2024-01-17 at 1.31.59 AM.png
  • Updated settings of Portfolio currency. The current portfolio currency is highlighted at the top of the list.

Screenshot 2024-01-17 at 2.12.34 AM.png
  • Added display of icons for Private assets

Screenshot 2024-01-17 at 8.43.16 AM.png

for Client Administrator

Updated Portfolio creation workflow:

  • Added a hint on Private asset creation step that “Only Companies where the Account is active are displayed”

Screenshot 2024-01-17 at 2.48.05 AM.png
  • Updated statuses of Authorized Person added on the Portfolio. The status "ACCESS" grants entry to the Reluna Platform, while the status "NO_ACCESS" signifies a lack of access.

Screenshot 2024-01-17 at 2.52.18 AM.png

Technical information

  • Fixed Personal recommendations of products for Managers:

    • The Manager can see the “Personal Recommendations” widget on the Dashboards and in the Marketplace

    • The Manager receives a notification to approve/reject an order with recommended product

  • Made optimisation to improve the loading speed of filters for the transaction table, making it faster and more efficient

  • Fixed logic for Coupon projection data when position is in Omnibus PF and in Client PF

  • Added logic for search of Private instruments

  • Fixed Managers list duplications when “Managers commission” is filled in in PF settings

  • Fixed Order creation form. Remove "0" when start filling Quantity

Screenshot 2024-01-17 at 1.47.42 AM.png

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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