Small changes including: [list] [li]Download AUM client list[/li] [li]Link bulk trading accounts to duplicate investor retail accounts[/li] [li]PDF for Model portfolio instructions[/li] [li]List of portfolio instruments[/li] [li]Create user functionality[/li] [li]Portfolio instrument changes[/li] [/list] Transaction model change Large change to the underlying transaction model that the system uses. * Refer to your online Pivotal Tracker Project for...

Small changes including: [list] [li]Security features and upgrades[/li] [li]Clear data when generating new reports[/li] [li]Change calculation of ongoing fee on 100% withdrawal[/li] [li]Ability to merge persons[/li] [li]Documents attachment changes[/li] [li]Multiple account owners[/li] [li]Tick and untick all functionality[/li] [/list] Special purpose vehicle Build the ability to invest in a special purpose vehicle and then link an underlying...