Monthly Archives: November 2016

Small changes including: Create list of Document Types for upload The created list of document types for upload can be edited and added to. It includes restriction selection on where it can be used e.g. Instructions, Investor Account, Entity, Product. The ability to allow¬†many Dealers on the system Every instrument should directly or indirectly be […]

Small changes including: Expand Model Portfolio View to Cards Expand the Model Portfolio View to Cards for Model Portfolio, Instruments and Asset Allocation, with the ability to add and edit instruments. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.