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Release 4.3

Date: 24 June, 2024

Platform: Re:Luna

We're 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, bug fixes included in this update.


New feature details

Added Global allocation templates

  • For Role(s): Investment Department

Introducing Global Allocation Templates, a new mechanism that allows users to create and manage global allocation templates. This feature streamlines the allocation process by providing a centralized and standardized template management system.

  • Feature Benefits:

    • Centralized Management

    • Time Savings

    • Consistency

    • Efficiency

Added mechanism for allocation of Income to strategy

  • For Role(s): Back Office

This update resolves the cases when there is an Income transaction received from the bank and asset is in strategy(ies).

Transactions are highlighted with status ="Pending" / Status reason ="Not_allocated" and button “Allocate”

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When button “Allocate” is pressed, the system opens allocation window with information from bank transaction and automatically calculated allocation of income to strategy (ies) and for assets free of strategy.



  • Feature Benefits:

    • Reduced Errors

    • Accurate and Relevant Results

    • Increased Reliability


Added mechanism for Transaction Allocation to Private Asset

For Role(s): Uses with permission to work with private assets

This feature gives opportunity to show operations with private assets on the basis of bank transactions.


  • Transaction was received from the Custodian

  • Transaction is approved

  1. Click on “…” and use option “Link Transaction with Private Asset”

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  1. Fill in the form with required information on private asset

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Selector of the private asset is an obligatory step. Use search to find the needed asset in the list.

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As a result transaction will be linked with the private asset.

Updated Private Asset creation flow with Purchase details step

  • For Role(s): Uses with permission to work with private assets

This update provides ability to add additional information about private asset during its creation.

Use option “Create Private asset”

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Step “Purchase details”

Includes Purchase date ( or another date), trade and value date details, payment details.

Screen Shot 2024-06-25 at 8.31.08 AM.png

Updated calculations for Sectors Widget

  • For Role(s): All Users

With this update, the widget filters and uses only positions where the Quantity is not equal “0” (exclude closed positions). This ensures that the widget reflects the current state of active positions, providing users with accurate and relevant data for their portfolio analysis.

  • Feature Benefits:

    • Accurate Data Representation

    • Enhanced Data Integrity

Enhanced Portfolio Currency Selector Integration

  • For Role(s): Portfolio Manager

The currency selector in the portfolio header has been enhanced. If the portfolio currency is not included in the existing limited list ["USD", "EUR", "RUB", "GBP", "CHF"], it will now be automatically added under the "Portfolio Currency" header.

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  • Feature Benefits:

    • Expanded Currency Options

    • Simplified Currency Selection

    • Improved User Experience

Added New Opportunity Type for Retail (“RTL”)

  • For Role(s): Client Administrator and Managers

This update includes the addition of the "RTL" opportunity type for both Lead and Opportunity information under Accounts, specifically highlighting opportunities related to "PORTFOLIO MANAGEMENT RETAIL"

  • Feature Benefits:

    • Clear Identification

    • Enhanced Categorization

    • Enhanced User Interface

Added a new tab in Portfolios “Advanced Analytics”

  • For Role(s): Investment Department

A new tab has been introduced under Portfolios named as “Advanced Analytics” featuring sub-tabs for "Attribution" and "Risk" analysis. The tab includes detailed insights and enhance portfolio analysis capabilities for Contribution to Return and Historical Risk graph under Risk tab.

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  • Feature Benefits:

    • Enhanced Analysis

    • Comprehensive Insights

    • Data Visualization

Enhanced Implementation of Error Messages with Updated Designs

  • For Role(s): All users

Updated design of errors when no data is received from market sources for Instrument overview

  • Feature Benefits:

    • Improved User Experience

    • Consistent Interface


This release note provides an overview of the latest updates and features introduced in Re:Luna - version 4.3.0. For more details, please refer to the sections above or contact our support team for assistance. We hope you enjoy the new features and changes in this release.

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