Release 4.1 2024-05-16
We are excited to announce the latest update, designed to enhance the capabilities and user experience for our Clients. This release note provides a comprehensive overview of the new features, improvements, and bug fixes included in this update, as well as important information regarding known issues.
New features
for All users:
Updates Performance diagram on General Dashboard, inside Portfolio and on Strategy.
Added Correlation and Sectors widgets to Portfolio dashboard
Added new functionality to FX order
All bank accounts are classified in the platform as “Multi-currency” or “Single currency”.
User shall choose on FX order form from which bank account to sell currency and where to buy it if bank account is single currency.
Added new forms for transactions Buy/ Sell/ Transfer (In/Out), Investment, Withdrawal, Income, Bond redemption (partial). During transition period old and new forms of transactions are available for users.
New form is available by click on button “Confirm”
for Investment Department and Portfolio Managers
Added automatic check for purchase of multi-currency Products only within multi-currency Bank accounts
Added additional tab “Country Allocations” on ETF instruments
for Back Office and Client Administrator:
Added additional tab on TTCA bank account to store information about related Virtual TTCA bank accounts and unallocated TTCA bank account.
Added setting “Get reports by email” on tab with authorized persons in Portfolio and on Mandate
If setting is “Get reports by email”=Yes the authorized person will receive Client Valuation reports by email.
Technical information
Updated integration with Custodians to display raw bank data
Fixed Push notifications messages when user closes many notifications
Added function of “Refresh data” for private instruments
Removed validation for the attachments during creation of private asset
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.