Release 4.18

🔍 Learn What's New:

Manual Instrument Creation, Made Simple NEW
AUTHORIZED USERS ONLY

Can’t find an instrument in market sources? Now you can create it yourself — right from the order or transaction form.

👉 For more details, refer to the guide here.

Handle Ticker Changes in a Few Clicks NEW
BACK OFFICE

Easily handle corporate action orders for ticker changes. Create the order, link the old and new instruments and the platform does the rest — updating positions or reflecting the change in client reports, instantly.

Find it under Transactions > Orders tab > Create New Order.

👉 For more details, refer to the guide here.

Streamlined Allocation Flow for Transactions ENHANCEMENT
BACK OFFICE

In daily post-trade workflows, not all transactions can be matched automatically—especially when dealing with complex accounts like OMNIBUS, TTCA, or custom allocation rules. To make it easier to spot and handle these cases, we’ve added logic that highlights transactions requiring manual allocation

• After clicking Allocate, the platform will guide you through allocating transactions using predefined logic — including the option to apply the allocation directly to a strategy

Supported Transaction Types: Sell, Income Coupon, Income Dividend, Bond Redemption, Bond Redemption Partial, Margin, Cash Transfer (out), Security Transfer (out), Block.

👉 For more details, refer to the guide here.

Connectors Tab: Control Custodian Access ENHANCEMENT
AUTHORIZED USERS ONLY

Easily manage who gets access to your custodian connections with two powerful controls:

• Access Controls: Assign custodian visibility at the company level and toggle ‘Private Connection’ for restricted access.

• Select Users: Grant access only to specific team members based on role/responsibility.

Find it under Accounts > Custodians > Connectors tab.

👉 For more details, refer to the guide here.

Redesigned User Settings Menu ENHANCEMENT
AUTHORIZED USERS ONLY

Now, users with access to Company or People Settings can enjoy a refreshed User Settings layout for a cleaner, more streamlined experience.

Rebalancing Now Client-Level Only ENHANCEMENT
FINANCIAL ANALYST

The Rebalance button has been removed from Omnibus and TTCA bank accounts. Rebalancing actions must now be initiated from the client level, ensuring clearer ownership and control.

Find it under Products > Strategies > Clients tab.

New Client Classification: Professional Natural NEW
CLIENT ADMINISTRATOR

You will now see a new option “Professional Natural” available under Client Classification in the Account details. Use this to better categorize your clients in line with evolving regulatory or internal needs.

Find it under Accounts > Compliance tab.

Export Made Easy: Now from Instruments Too ENHANCEMENT
AUTHORIZED USERS ONLY

You can now export transactions directly from the Instruments screen, plus, we have enhanced transaction exports across all platform screens for a smoother, more reliable experience.

Smarter Access to Scoring Configurator ENHANCEMENT
COMPLIANCE

You can now control who views and who edits scoring rules with two separate permissions:

• View – Lets you access the tab and review existing rules

• Modify – Grants full editing rights to create, update or delete rules

This release note highlights the key updates and features in Reluna version 4.18. For more details, refer to the sections above or contact support. Enjoy the new features!