Small changes including: [list] [li]Linking of companies to multiple account owners[/li] [li]Changes to entity list[/li] [li]Show fee accrual breakdown[/li] [li]De-activate an adviser[/li] [li]More cash liability changes[/li] [li]Company entity changes[/li] [li]Investors list of adviser changes[/li] [li]Email changes per product[/li] [li]Outstanding requirements on an employer[/li] [li]Outstanding requirements report[/li] [/list] Concept of a custodian Ability to link a custodian to a product. The...

Small changes including: [list] [li]Partner fee report changes[/li] [li]Change in columns of instruction lists[/li] [li]Changes to portfolio instrument details views[/li] [/list] Cash liability report changes Changed how we generate this report. The reports now shows the applicable items that make out the cash on all the accounts.   * Refer to your online Pivotal...