Monthly Archives: May 2017

Small changes including: Confirmation of Units on a Buy prior to Payment Create the ability to confirm units on a buy before paying the Instrument Provider. The units is allocated to the client on confirmation. The Dealer Instruction is only completed when the payment have been matched.   * Refer to your online Pivotal Tracker […]

Small changes including: Deal buys and sells through a trading account Create the ability to buy ETF’s or Shares through a trading account. First buy into the trading account and when the buy allocates, the confirmed amount is taken from the trading account and units are given in the ETF or share. Transaction fees are […]

Small changes including: Automatic distribution of statements to clients This feature enables administrators to select Clients or Advisors to receive statements automatically, as well as the frequency of the statements. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.