Skip to main content
Skip table of contents

Release 3.94 2024-01-30

We are pleased to announce the release of the Platform on 30 January 2024.

New features

for Back Office and Client Administrator:

  • Added required fields to Portfolio workflow: creation of Mandate

Screenshot 2024-01-30 at 6.03.05 PM.png

1 - Name (automatically filled in as Portfolio Name from previous steps)

2- Type (empty by default)

3 - Agreement Start Date (empty by default)

4 - Status (default value “Activated”)

  • Added mechanism to check if there is active integration with Custodian for autogenerated transaction. If there is no active integration, the platform will give a user option to confirm the operation without bank data

for Investment Department:

  • Added MVP of Global allocation. Read more about available functions here GUIDE: How to set up Global allocation

  • Made optimisation for CSV import of holdings to Strategy (fields “Currency”, “Instrument Id”)

New Brokerage Solutions:

  • Added a new bank and corresponding transaction source

Technical information

  • Fixed display of Quantity in Security transfer orders

  • Fixed saving of changes in Portfolio settings

  • Added logs to Portfolio settings

  • Added error log for creation of Private asset if no required attachment is added

  • Fixed autofill in of Product when order for Promotion is created from the Product

Screenshot 2024-01-30 at 5.32.23 PM.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.


JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.