Release 4.0 2024-04-20
We are pleased to announce the release of the Platform on 20 April 2024.
New features
for All Users:
Added Fixed Income and History widgets to Portfolio dashboard. Widgets are also displayed on Strategy.
for Client Administrator:
Added import of Accounts. One or more accounts can be created via import of Excel file with required information.
Added counter for Mangers and Clients in the system. The number of Managers and Clients that can be created varies based on the Saas subscription plan.
for Traders and Portfolio Managers:
Added functionality for trading from Consolidated Portfolios
Added logic for calculation of ETF in Global allocation:
All ETF are calculated in Global allocation according to their subtype. For example, ETF on Equity is calculated in Global allocation in section “Equity” on the basis of tags/subtags/tag extension logic.
All ETF are allocated geographically on the basis of Geo allocation information loaded from market sources.The system automatically calculates percentage of country allocation for Advanced analytics on Portfolios.
New Saas Solutions:
Saas platform MVP is launched on subscription basis for asset management and brokerage companies as B2B solution. Customers can choose subscription type corresponding to their needs.
Technical information
Fixed transfer of lead to status “Qualified”
Added “Recommended Investment Amount” on Personal Recommendations Widget
Fixed red mark on the notifications icon “bell” when a new notification appears
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.