Release – 14 April 2017

Small changes including:

  • Create chain of allocation screens
  • Build the ability¬†to specify an exact unit switch
  • Deal shares and ETFs through a Trading account
  • Add Driver’s license as identification type
  • Create the facility to select which cards to display on an Entity
  • Add a section on the switch confirmation screen to display the percentage instrument splits after the switch
  • Create payment batches per currency

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.

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