Monthly Archives: April 2016

Small changes including: Product sponsor access The product sponsor can now get access to the system by loading a contact person on the sponsor company and making him a system user. He then can see all the investors invested in the product with view only rights to the investor account details. New quote process You […]

Small changes including: Bulk resignation process Process created to handle large volumes of resignations from a Corporate RA type of product. Allow administrator to send bulk emails to advisers, employers and employees to help facilitate Resignations. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Small changes including: Multi currency products Main change to the system was the ability to trade in different currencies per product. The restriction is that the product underlying instruments still need to trade in the same currency, but you can have products with different currencies. E.g Retail UT Namibia, Retail UT Botswana * Refer to […]