Monthly Archives: June 2016

Small changes including:   Export all transactions Ability to export all transaction in the system. This export runs in the backend with a downloadable file of all the transaction history on all the investor accounts. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Small changes including:   WordPress and Gemstone integration Technical project to include WordPress in our deployment environment. We can now¬†Embed Gemstone components into WordPress. New documents card on entity and account You can now see all documents uploaded for an entity or an account in one place. Clients can also see these documents and download […]